Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,938
Closed -$30.2K 846
2024
Q3
$30.2K Buy
3,938
+861
+28% +$6.59K 0.02% 316
2024
Q2
$41.6K Hold
3,077
0.03% 259
2024
Q1
$21.6K Buy
3,077
+346
+13% +$2.43K 0.02% 339
2023
Q4
$29.9K Buy
+2,731
New +$29.9K 0.02% 282