Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-300
Closed -$3K 2128
2024
Q2
$3K Hold
300
﹤0.01% 1924
2024
Q1
$3K Sell
300
-45,318
-99% -$453K ﹤0.01% 1933
2023
Q4
$672K Buy
45,618
+9,834
+27% +$145K 0.07% 313
2023
Q3
$533K Buy
+35,784
New +$533K 0.06% 360