Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-56
Closed -$2.29K 395
2024
Q3
$2.29K Buy
+56
New +$2.29K ﹤0.01% 401
2023
Q4
Sell
-1,280
Closed -$46.4K 367
2023
Q3
$46.4K Hold
1,280
0.01% 163
2023
Q2
$45.6K Hold
1,280
0.01% 174
2023
Q1
$45.5K Sell
1,280
-428
-25% -$15.2K 0.01% 171
2022
Q4
$60K Buy
+1,708
New +$60K 0.01% 108
2022
Q2
Sell
-1,280
Closed -$70K 132
2022
Q1
$70K Buy
+1,280
New +$70K 0.03% 46