Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-158
Closed -$9.73K 316
2024
Q3
$9.73K Hold
158
﹤0.01% 271
2024
Q2
$7.61K Hold
158
﹤0.01% 274
2024
Q1
$7.81K Hold
158
﹤0.01% 283
2023
Q4
$7.11K Sell
158
-4,826
-97% -$217K ﹤0.01% 287
2023
Q3
$236K Sell
4,984
-361
-7% -$17.1K 0.16% 111
2023
Q2
$227K Hold
5,345
0.15% 115
2023
Q1
$281K Sell
5,345
-308
-5% -$16.2K 0.18% 110
2022
Q4
$288K Buy
+5,653
New +$288K 0.16% 114