Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-23
Closed -$6.61K 322
2024
Q3
$6.61K Hold
23
﹤0.01% 287
2024
Q2
$7.21K Hold
23
﹤0.01% 279
2024
Q1
$7.73K Sell
23
-422
-95% -$142K ﹤0.01% 285
2023
Q4
$126K Sell
445
-735
-62% -$208K 0.08% 142
2023
Q3
$291K Hold
1,180
0.2% 96
2023
Q2
$295K Hold
1,180
0.2% 96
2023
Q1
$252K Sell
1,180
-26
-2% -$5.55K 0.16% 117
2022
Q4
$234K Buy
+1,206
New +$234K 0.13% 125