Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$28K Hold
140
0.02% 84
2024
Q3
$27K Hold
140
0.02% 95
2024
Q2
$22K Hold
140
0.01% 95
2024
Q1
$18K Buy
140
+40
+40% +$5.14K 0.01% 95
2023
Q4
$10K Sell
100
-151
-60% -$15.1K 0.01% 111
2023
Q3
$21K Hold
251
0.02% 93
2023
Q2
$25K Hold
251
0.02% 85
2023
Q1
$22K Buy
251
+1
+0.4% +$88 0.02% 110
2022
Q4
$19K Buy
250
+100
+67% +$7.6K 0.02% 91
2022
Q3
$10K Sell
150
-100
-40% -$6.67K 0.01% 112
2022
Q2
$20K Buy
+250
New +$20K 0.02% 92