Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-53
Closed -$11.2K 851
2024
Q3
$11.2K Sell
53
-449
-89% -$95K 0.01% 463
2024
Q2
$106K Sell
502
-45
-8% -$9.52K 0.08% 160
2024
Q1
$138K Hold
547
0.1% 133
2023
Q4
$127K Buy
+547
New +$127K 0.1% 130