Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-322
Closed -$84.2K 65
2024
Q3
$84.2K Hold
322
0.05% 39
2024
Q2
$63.7K Sell
322
-13
-4% -$2.57K 0.04% 24
2024
Q1
$58.9K Hold
335
0.04% 24
2023
Q4
$83.2K Hold
335
0.02% 21
2023
Q3
$83.8K Buy
+335
New +$83.8K 0.09% 18
2022
Q4
Sell
-768
Closed -$204K 21
2022
Q3
$204K Buy
+768
New +$204K 0.2% 20
2022
Q2
Sell
-795
Closed -$286K 29
2022
Q1
$286K Buy
+795
New +$286K 0.23% 22