Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,300
Closed -$30.1K 1030
2024
Q3
$30.1K Hold
1,300
0.01% 542
2024
Q2
$23.6K Sell
1,300
-165
-11% -$3K 0.01% 424
2024
Q1
$31.4K Buy
1,465
+265
+22% +$5.69K 0.02% 364
2023
Q4
$25.8K Hold
1,200
0.02% 369
2023
Q3
$24.1K Buy
+1,200
New +$24.1K 0.01% 504