Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,153
Closed -$37K 251
2024
Q3
$37K Sell
1,153
-826
-42% -$26.5K 0.01% 185
2024
Q2
$77K Buy
1,979
+1,187
+150% +$46.2K 0.02% 133
2024
Q1
$35K Hold
792
0.01% 184
2023
Q4
$42K Buy
+792
New +$42K 0.01% 172
2023
Q3
Sell
-794
Closed -$35K 232
2023
Q2
$35K Buy
+794
New +$35K 0.01% 177