Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-542
Closed -$50.5K 779
2024
Q3
$50.5K Buy
542
+495
+1,053% +$46.1K 0.01% 258
2024
Q2
$5.85K Sell
47
-495
-91% -$61.6K ﹤0.01% 459
2024
Q1
$50.5K Hold
542
0.01% 270
2023
Q4
$66.2K Buy
542
+115
+27% +$14K 0.01% 238
2023
Q3
$48.8K Sell
427
-867
-67% -$99.1K 0.01% 252
2023
Q2
$153K Buy
+1,294
New +$153K 0.03% 183