Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4
Closed -$391 1680
2024
Q3
$391 Hold
4
﹤0.01% 1755
2024
Q2
$392 Sell
4
-1,087
-100% -$107K ﹤0.01% 1432
2024
Q1
$134K Sell
1,091
-6,739
-86% -$829K 0.02% 757
2023
Q4
$951K Buy
+7,830
New +$951K 0.2% 160