Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-329
Closed -$29K 1587
2024
Q3
$29K Hold
329
﹤0.01% 1359
2024
Q2
$26K Sell
329
-36
-10% -$2.85K ﹤0.01% 1354
2024
Q1
$35K Hold
365
﹤0.01% 1235
2023
Q4
$30K Hold
365
﹤0.01% 1300
2023
Q3
$23K Buy
+365
New +$23K ﹤0.01% 1393