Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-292
Closed -$8.39K 835
2024
Q3
$8.39K Sell
292
-8
-3% -$230 ﹤0.01% 641
2024
Q2
$13.2K Sell
300
-159
-35% -$7.01K ﹤0.01% 572
2024
Q1
$28.5K Buy
459
+10
+2% +$621 0.01% 483
2023
Q4
$35.3K Sell
449
-19
-4% -$1.5K 0.01% 459
2023
Q3
$30.1K Hold
468
0.01% 563
2023
Q2
$38.6K Hold
468
0.01% 536
2023
Q1
$33.8K Buy
468
+77
+20% +$5.57K 0.01% 547
2022
Q4
$27K Buy
+391
New +$27K 0.01% 591