Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-30,003
Closed -$34.8K 2762
2024
Q3
$34.8K Sell
30,003
-6,666
-18% -$7.73K ﹤0.01% 2521
2024
Q2
$53K Sell
36,669
-106
-0.3% -$153 ﹤0.01% 2438
2024
Q1
$44.5K Buy
36,775
+6,726
+22% +$8.14K ﹤0.01% 2523
2023
Q4
$63.1K Buy
+30,049
New +$63.1K ﹤0.01% 2159