Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-464
Closed -$30K 65
2024
Q3
$30K Sell
464
-393
-46% -$25.4K 0.01% 188
2024
Q2
$53K Buy
857
+4
+0.5% +$247 0.02% 155
2024
Q1
$51K Buy
853
+215
+34% +$12.9K 0.01% 178
2023
Q4
$39K Buy
+638
New +$39K 0.01% 169