Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-56
Closed -$283 1863
2024
Q3
$283 Hold
56
﹤0.01% 1636
2024
Q2
$209 Hold
56
﹤0.01% 1706
2024
Q1
$229 Hold
56
﹤0.01% 1677
2023
Q4
$220 Hold
56
﹤0.01% 1599
2023
Q3
$198 Sell
56
-3
-5% -$11 ﹤0.01% 1652
2023
Q2
$243 Hold
59
﹤0.01% 1650
2023
Q1
$226 Sell
59
-90
-60% -$345 ﹤0.01% 1781
2022
Q4
$1K Sell
149
-1,214
-89% -$8.15K ﹤0.01% 1661
2022
Q3
$5K Hold
1,363
﹤0.01% 1614
2022
Q2
$8K Hold
1,363
﹤0.01% 1619
2022
Q1
$16K Sell
1,363
-48
-3% -$563 ﹤0.01% 1572
2021
Q4
$25K Hold
1,411
﹤0.01% 1503
2021
Q3
$41K Sell
1,411
-18,797
-93% -$546K ﹤0.01% 1240
2021
Q2
$990K Buy
+20,208
New +$990K 0.03% 396