Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-864
Closed -$9.11K 2797
2024
Q3
$9.11K Buy
+864
New +$9.11K ﹤0.01% 2224
2024
Q1
Sell
-304
Closed -$7K 2550
2023
Q4
$7K Sell
304
-354
-54% -$8.15K ﹤0.01% 1719
2023
Q3
$22K Sell
658
-12
-2% -$401 ﹤0.01% 1146
2023
Q2
$26K Sell
670
-66
-9% -$2.56K ﹤0.01% 951
2023
Q1
$31K Sell
736
-152
-17% -$6.4K ﹤0.01% 1217
2022
Q4
$29K Buy
888
+848
+2,120% +$27.7K ﹤0.01% 1145
2022
Q3
$2K Hold
40
﹤0.01% 1807
2022
Q2
$2K Buy
+40
New +$2K ﹤0.01% 1675