Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,058
Closed -$21.2K 500
2024
Q3
$21.2K Buy
+1,058
New +$21.2K ﹤0.01% 147
2023
Q2
Sell
-122
Closed -$2.94K 534
2023
Q1
$2.94K Buy
+122
New +$2.94K ﹤0.01% 244
2022
Q4
Sell
-626
Closed -$14K 621
2022
Q3
$14K Sell
626
-592
-49% -$13.2K 0.01% 213
2022
Q2
$26K Buy
1,218
+232
+24% +$4.95K 0.01% 179
2022
Q1
$25K Buy
+986
New +$25K ﹤0.01% 101