Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-336
Closed -$25K 410
2024
Q3
$25K Buy
+336
New +$25K ﹤0.01% 222
2023
Q4
Sell
-380
Closed -$31K 476
2023
Q3
$31K Buy
380
+93
+32% +$7.58K ﹤0.01% 319
2023
Q2
$19.9K Sell
287
-32
-10% -$2.22K ﹤0.01% 407
2023
Q1
$27.5K Sell
319
-4
-1% -$345 ﹤0.01% 372
2022
Q4
$22.1K Buy
323
+47
+17% +$3.21K ﹤0.01% 374
2022
Q3
$16K Buy
276
+272
+6,800% +$15.8K ﹤0.01% 464
2022
Q2
$0 Hold
4
﹤0.01% 560
2022
Q1
$1K Buy
+4
New +$1K ﹤0.01% 460