Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,000
Closed -$106K 291
2024
Q3
$106K Hold
10,000
﹤0.01% 201
2024
Q2
$83K Hold
10,000
﹤0.01% 208
2024
Q1
$85K Hold
10,000
﹤0.01% 203
2023
Q4
$82K Hold
10,000
﹤0.01% 200
2023
Q3
$83K Sell
10,000
-242
-2% -$2.01K ﹤0.01% 192
2023
Q2
$86K Buy
10,242
+242
+2% +$2.03K ﹤0.01% 199
2023
Q1
$81K Buy
+10,000
New +$81K ﹤0.01% 198