Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-815
Closed -$58K 1286
2024
Q3
$58K Hold
815
﹤0.01% 1128
2024
Q2
$57K Hold
815
0.01% 1096
2024
Q1
$64K Sell
815
-25
-3% -$1.96K 0.01% 1063
2023
Q4
$75K Hold
840
0.01% 1018
2023
Q3
$82K Buy
+840
New +$82K 0.01% 992