Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-336
Closed -$41.5K 754
2024
Q3
$41.5K Buy
336
+2
+0.6% +$247 ﹤0.01% 317
2024
Q2
$43K Hold
334
﹤0.01% 394
2024
Q1
$35.1K Buy
+334
New +$35.1K ﹤0.01% 416
2023
Q3
Sell
-3
Closed -$230 817
2023
Q2
$230 Buy
+3
New +$230 ﹤0.01% 692
2023
Q1
Sell
-28
Closed -$1.68K 969
2022
Q4
$1.68K Sell
28
-34
-55% -$2.04K ﹤0.01% 860
2022
Q3
$4K Buy
62
+34
+121% +$2.19K ﹤0.01% 905
2022
Q2
$2K Buy
+28
New +$2K ﹤0.01% 990