Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-185
Closed -$58K 1620
2024
Q3
$58K Sell
185
-4
-2% -$1.25K ﹤0.01% 1130
2024
Q2
$70K Hold
189
0.01% 1046
2024
Q1
$65K Sell
189
-370
-66% -$127K 0.01% 1060
2023
Q4
$255K Sell
559
-40
-7% -$18.2K 0.03% 645
2023
Q3
$291K Buy
+599
New +$291K 0.03% 563