Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-571
Closed -$42K 212
2024
Q3
$42K Sell
571
-21
-4% -$1.55K 0.02% 135
2024
Q2
$36K Hold
592
0.02% 144
2024
Q1
$37K Sell
592
-36
-6% -$2.25K 0.02% 154
2023
Q4
$37K Hold
628
0.02% 161
2023
Q3
$31K Sell
628
-241
-28% -$11.9K 0.02% 156
2023
Q2
$43K Sell
869
-1,436
-62% -$71.1K 0.03% 127
2023
Q1
$126K Sell
2,305
-78
-3% -$4.26K 0.08% 62
2022
Q4
$146K Buy
+2,383
New +$146K 0.08% 77