Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
816
2024
Q3
Sell
-372
Closed -$19.6K 859
2024
Q2
$19.6K Sell
372
-58
-13% -$3.05K 0.01% 507
2024
Q1
$25.9K Hold
430
0.01% 503
2023
Q4
$28K Hold
430
0.01% 484
2023
Q3
$21.6K Hold
430
0.01% 628
2023
Q2
$20.1K Hold
430
0.01% 658
2023
Q1
$19.2K Hold
430
0.01% 656
2022
Q4
$25K Buy
+430
New +$25K 0.01% 607