Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-107
Closed -$1.13K 398
2024
Q3
$1.13K Buy
107
+57
+114% +$604 ﹤0.01% 415
2024
Q2
$413 Hold
50
﹤0.01% 390
2024
Q1
$425 Hold
50
﹤0.01% 368
2023
Q4
$412 Sell
50
-1,600
-97% -$13.2K ﹤0.01% 347
2023
Q3
$13.7K Hold
1,650
﹤0.01% 229
2023
Q2
$13.8K Hold
1,650
﹤0.01% 252
2023
Q1
$13.4K Sell
1,650
-536
-25% -$4.36K ﹤0.01% 229
2022
Q4
$17.5K Buy
+2,186
New +$17.5K ﹤0.01% 164