Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-328
Closed -$1.77K 2935
2024
Q3
$1.77K Buy
+328
New +$1.77K ﹤0.01% 2602
2023
Q3
Sell
-525
Closed -$4K 2277
2023
Q2
$4K Sell
525
-519
-50% -$3.95K ﹤0.01% 1623
2023
Q1
$9K Hold
1,044
﹤0.01% 1636
2022
Q4
$10K Buy
1,044
+519
+99% +$4.97K ﹤0.01% 1542
2022
Q3
$4K Buy
+525
New +$4K ﹤0.01% 1648