Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,668
Closed -$134K 968
2024
Q3
$134K Sell
11,668
-29,883
-72% -$343K ﹤0.01% 741
2024
Q2
$415K Hold
41,551
0.01% 363
2024
Q1
$489K Buy
41,551
+1,481
+4% +$17.4K 0.01% 330
2023
Q4
$458K Sell
40,070
-901
-2% -$10.3K 0.01% 311
2023
Q3
$471K Hold
40,971
0.01% 298
2023
Q2
$477K Sell
40,971
-13
-0% -$151 0.01% 306
2023
Q1
$489K Sell
40,984
-6,014
-13% -$71.7K 0.01% 269
2022
Q4
$464K Hold
46,998
0.02% 268
2022
Q3
$423K Hold
46,998
0.02% 257
2022
Q2
$553K Hold
46,998
0.03% 209
2022
Q1
$555K Hold
46,998
0.03% 223
2021
Q4
$496K Buy
+46,998
New +$496K 0.03% 252