Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-337
Closed -$22.5K 63
2024
Q3
$22.5K Sell
337
-42
-11% -$2.81K ﹤0.01% 182
2024
Q2
$21K Sell
379
-68
-15% -$3.77K ﹤0.01% 103
2024
Q1
$22.9K Sell
447
-113
-20% -$5.78K ﹤0.01% 103
2023
Q4
$25.5K Sell
560
-12
-2% -$546 ﹤0.01% 102
2023
Q3
$23.5K Buy
+572
New +$23.5K ﹤0.01% 96