Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-431
Closed -$43.1K 44
2024
Q3
$43.1K Hold
431
﹤0.01% 70
2024
Q2
$38.4K Sell
431
-315
-42% -$28.1K ﹤0.01% 74
2024
Q1
$62.1K Hold
746
﹤0.01% 64
2023
Q4
$58.3K Buy
746
+530
+245% +$41.4K ﹤0.01% 62
2023
Q3
$16.6K Hold
216
﹤0.01% 51
2023
Q2
$17.7K Sell
216
-55
-20% -$4.52K ﹤0.01% 51
2023
Q1
$19.1K Buy
271
+40
+17% +$2.82K ﹤0.01% 49
2022
Q4
$16K Hold
231
﹤0.01% 52
2022
Q3
$13K Hold
231
﹤0.01% 57
2022
Q2
$16K Buy
+231
New +$16K ﹤0.01% 53