Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-82
Closed -$5K 972
2024
Q3
$5K Sell
82
-55
-40% -$3.35K ﹤0.01% 852
2024
Q2
$8K Buy
137
+42
+44% +$2.45K ﹤0.01% 776
2024
Q1
$7K Buy
95
+9
+10% +$663 ﹤0.01% 786
2023
Q4
$7K Buy
86
+10
+13% +$814 ﹤0.01% 780
2023
Q3
$5K Buy
76
+29
+62% +$1.91K ﹤0.01% 790
2023
Q2
$4K Buy
47
+45
+2,250% +$3.83K ﹤0.01% 804
2023
Q1
$0 Buy
+2
New ﹤0.01% 513
2022
Q3
Sell
-225
Closed -$16K 545
2022
Q2
$16K Buy
225
+109
+94% +$7.75K ﹤0.01% 426
2022
Q1
$14K Buy
+116
New +$14K ﹤0.01% 414