Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-464
Closed -$234K 746
2024
Q3
$234K Hold
464
0.01% 325
2024
Q2
$200K Buy
464
+294
+173% +$127K 0.01% 338
2024
Q1
$64K Buy
+170
New +$64K 0.01% 475
2020
Q3
Sell
-482
Closed -$105K 538
2020
Q2
$105K Sell
482
-51
-10% -$11.1K 0.01% 225
2020
Q1
$112K Buy
+533
New +$112K 0.01% 186