Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-103
Closed -$33K 191
2024
Q3
$33K Sell
103
-5
-5% -$1.6K 0.02% 146
2024
Q2
$35K Hold
108
0.02% 146
2024
Q1
$37K Sell
108
-9
-8% -$3.08K 0.02% 153
2023
Q4
$42K Hold
117
0.02% 151
2023
Q3
$35K Sell
117
-66
-36% -$19.7K 0.02% 148
2023
Q2
$60K Sell
183
-370
-67% -$121K 0.04% 88
2023
Q1
$184K Sell
553
-17
-3% -$5.66K 0.12% 30
2022
Q4
$138K Buy
+570
New +$138K 0.08% 83