Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15
Closed -$271 1371
2024
Q3
$271 Hold
15
﹤0.01% 1090
2024
Q2
$178 Hold
15
﹤0.01% 1089
2024
Q1
$198 Hold
15
﹤0.01% 1045
2023
Q4
$294 Sell
15
-50
-77% -$980 ﹤0.01% 1021
2023
Q3
$816 Hold
65
﹤0.01% 976
2023
Q2
$1.16K Sell
65
-227
-78% -$4.06K ﹤0.01% 939
2023
Q1
$5.88K Buy
292
+76
+35% +$1.53K ﹤0.01% 681
2022
Q4
$5.19K Buy
216
+166
+332% +$3.99K ﹤0.01% 657
2022
Q3
$1K Hold
50
﹤0.01% 936
2022
Q2
$1K Hold
50
﹤0.01% 858
2022
Q1
$2K Sell
50
-150
-75% -$6K ﹤0.01% 691
2021
Q4
$7K Buy
+200
New +$7K ﹤0.01% 518
2021
Q2
Sell
-110
Closed -$7K 721
2021
Q1
$7K Hold
110
﹤0.01% 447
2020
Q4
$7K Buy
+110
New +$7K ﹤0.01% 360