Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,805
Closed -$40.7K 1213
2024
Q3
$40.7K Buy
16,805
+5,295
+46% +$12.8K ﹤0.01% 1067
2024
Q2
$30.7K Sell
11,510
-5,295
-32% -$14.1K ﹤0.01% 1111
2024
Q1
$40.7K Buy
16,805
+6,417
+62% +$15.5K ﹤0.01% 1066
2023
Q4
$45.7K Sell
10,388
-4,018
-28% -$17.7K ﹤0.01% 1038
2023
Q3
$64.7K Buy
+14,406
New +$64.7K ﹤0.01% 995