Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$333 Sell
6
-33
-85% -$1.83K ﹤0.01% 454
2024
Q2
$2.3K Sell
39
-376
-91% -$22.2K ﹤0.01% 379
2024
Q1
$29K Sell
415
-196
-32% -$13.7K 0.02% 205
2023
Q4
$50K Hold
611
0.04% 156
2023
Q3
$39K Sell
611
-5
-0.8% -$319 0.03% 144
2023
Q2
$69K Sell
616
-752
-55% -$84.2K 0.04% 290
2023
Q1
$300K Buy
1,368
+757
+124% +$166K 0.25% 56
2022
Q4
$73K Buy
+611
New +$73K 0.05% 123