Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-828
Closed -$39K 3134
2024
Q3
$39K Sell
828
-149
-15% -$7.02K ﹤0.01% 1964
2024
Q2
$55K Buy
+977
New +$55K ﹤0.01% 1651
2022
Q4
Sell
-1,014
Closed -$511K 3060
2022
Q3
$511K Hold
1,014
0.01% 1342
2022
Q2
$505K Hold
1,014
0.01% 1441
2022
Q1
$503K Hold
1,014
﹤0.01% 1479
2021
Q4
$498K Buy
+1,014
New +$498K ﹤0.01% 1607