Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6
Closed -$253 1426
2024
Q3
$253 Hold
6
﹤0.01% 1320
2024
Q2
$223 Sell
6
-30
-83% -$1.12K ﹤0.01% 1153
2024
Q1
$1.36K Sell
36
-98
-73% -$3.71K ﹤0.01% 1082
2023
Q4
$6.13K Sell
134
-37
-22% -$1.69K ﹤0.01% 998
2023
Q3
$5.44K Buy
171
+41
+32% +$1.3K ﹤0.01% 947
2023
Q2
$5.24K Sell
130
-65
-33% -$2.62K ﹤0.01% 969
2023
Q1
$8.77K Buy
+195
New +$8.77K ﹤0.01% 1002
2022
Q2
Sell
-4,541
Closed -$210K 964
2022
Q1
$210K Sell
4,541
-32,507
-88% -$1.5M ﹤0.01% 921
2021
Q4
$3.82M Buy
+37,048
New +$3.82M 0.06% 286