Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,046
Closed -$49.5K 2319
2024
Q3
$49.5K Sell
21,046
-1,242
-6% -$2.92K ﹤0.01% 1690
2024
Q2
$58.8K Buy
+22,288
New +$58.8K 0.01% 1492
2023
Q3
Sell
-11,194
Closed -$30.2K 1589
2023
Q2
$30.2K Buy
+11,194
New +$30.2K 0.01% 1296
2021
Q4
Sell
-1,182
Closed -$97K 701
2021
Q3
$97K Buy
+1,182
New +$97K 0.03% 567