Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,576
Closed -$41.5K 1177
2024
Q3
$41.5K Hold
5,576
﹤0.01% 787
2024
Q2
$48.1K Sell
5,576
-3,391
-38% -$29.3K ﹤0.01% 772
2024
Q1
$98.6K Buy
8,967
+3,391
+61% +$37.3K ﹤0.01% 757
2023
Q4
$82.1K Hold
5,576
﹤0.01% 770
2023
Q3
$53K Hold
5,576
﹤0.01% 809
2023
Q2
$59.8K Hold
5,576
﹤0.01% 816
2023
Q1
$49.2K Hold
5,576
﹤0.01% 818
2022
Q4
$58.8K Hold
5,576
﹤0.01% 849
2022
Q3
$68K Hold
5,576
﹤0.01% 944
2022
Q2
$57K Hold
5,576
﹤0.01% 994
2022
Q1
$70K Buy
+5,576
New +$70K ﹤0.01% 1127