Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-37
Closed -$5K 832
2024
Q3
$5K Hold
37
﹤0.01% 549
2024
Q2
$4K Hold
37
﹤0.01% 585
2024
Q1
$5K Sell
37
-926
-96% -$125K ﹤0.01% 613
2023
Q4
$120K Hold
963
0.02% 301
2023
Q3
$102K Hold
963
0.02% 316
2023
Q2
$108K Hold
963
0.02% 309
2023
Q1
$103K Hold
963
0.02% 324
2022
Q4
$107K Buy
+963
New +$107K 0.03% 324