Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-452
Closed -$86.7K 1016
2024
Q3
$86.7K Hold
452
0.01% 322
2024
Q2
$83.1K Hold
452
0.01% 321
2024
Q1
$87.9K Buy
452
+2
+0.4% +$389 0.01% 312
2023
Q4
$83.9K Hold
450
0.01% 317
2023
Q3
$90K Hold
450
0.01% 300
2023
Q2
$112K Buy
450
+295
+190% +$73.7K 0.01% 269
2023
Q1
$39.4K Buy
155
+35
+29% +$8.9K ﹤0.01% 386
2022
Q4
$27.8K Buy
+120
New +$27.8K ﹤0.01% 415