Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,729
Closed -$73.9K 392
2024
Q3
$73.9K Buy
11,729
+997
+9% +$6.28K 0.01% 409
2024
Q2
$85.2K Hold
10,732
0.01% 409
2024
Q1
$85.2K Buy
10,732
+480
+5% +$3.81K 0.01% 411
2023
Q4
$78.6K Buy
+10,252
New +$78.6K 0.01% 396