Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,029
Closed -$43.8K 757
2024
Q3
$43.8K Hold
2,029
0.01% 270
2024
Q2
$37K Hold
2,029
0.01% 287
2024
Q1
$43.8K Hold
2,029
0.01% 288
2023
Q4
$45.1K Sell
2,029
-1,378
-40% -$30.6K 0.01% 263
2023
Q3
$104K Sell
3,407
-175
-5% -$5.33K 0.02% 207
2023
Q2
$134K Buy
+3,582
New +$134K 0.02% 195