Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,146
Closed -$34K 118
2024
Q3
$34K Sell
1,146
-15
-1% -$445 0.01% 174
2024
Q2
$39K Buy
1,161
+86
+8% +$2.89K 0.02% 174
2024
Q1
$39K Sell
1,075
-268
-20% -$9.72K 0.01% 205
2023
Q4
$44K Buy
1,343
+36
+3% +$1.18K 0.01% 156
2023
Q3
$43K Sell
1,307
-55
-4% -$1.81K 0.01% 182
2023
Q2
$40K Buy
+1,362
New +$40K 0.01% 244