Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,876
Closed -$29.8K 1196
2024
Q3
$29.8K Hold
1,876
﹤0.01% 795
2024
Q2
$34.2K Hold
1,876
﹤0.01% 788
2024
Q1
$30.9K Hold
1,876
﹤0.01% 834
2023
Q4
$33.3K Hold
1,876
﹤0.01% 831
2023
Q3
$17.7K Hold
1,876
﹤0.01% 860
2023
Q2
$21.1K Hold
1,876
﹤0.01% 879
2023
Q1
$13.6K Sell
1,876
-1,876
-50% -$13.6K ﹤0.01% 872
2022
Q4
$35K Buy
+3,752
New +$35K ﹤0.01% 888
2022
Q2
Sell
-10,156
Closed -$232K 1308
2022
Q1
$232K Buy
+10,156
New +$232K ﹤0.01% 1093