Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-114
Closed -$15.6K 273
2024
Q3
$15.6K Hold
114
0.01% 175
2024
Q2
$11.7K Sell
114
-305
-73% -$31.2K 0.01% 179
2024
Q1
$37.1K Hold
419
0.02% 122
2023
Q4
$38.3K Hold
419
0.03% 118
2023
Q3
$32.8K Hold
419
0.03% 118
2023
Q2
$35K Hold
419
0.03% 118
2023
Q1
$36.8K Hold
419
0.03% 115
2022
Q4
$42K Hold
419
0.04% 108
2022
Q3
$39K Hold
419
0.04% 100
2022
Q2
$45K Sell
419
-41
-9% -$4.4K 0.05% 95
2022
Q1
$57K Hold
460
0.05% 87
2021
Q4
$68K Buy
+460
New +$68K 0.06% 80