Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-21
Closed -$1K 4003
2024
Q3
$1K Hold
21
﹤0.01% 3509
2024
Q2
$904 Sell
21
-66
-76% -$2.84K ﹤0.01% 3488
2024
Q1
$3.87K Sell
87
-17
-16% -$756 ﹤0.01% 3224
2023
Q4
$4.78K Buy
+104
New +$4.78K ﹤0.01% 3131
2023
Q2
Sell
-13,736
Closed -$669K 3612
2023
Q1
$669K Sell
13,736
-342
-2% -$16.7K 0.01% 982
2022
Q4
$704K Buy
14,078
+680
+5% +$34K 0.02% 641
2022
Q3
$587K Buy
+13,398
New +$587K 0.01% 893