Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-40
Closed -$5.07K 890
2024
Q3
$5.07K Hold
40
﹤0.01% 657
2024
Q2
$6.07K Sell
40
-10
-20% -$1.52K ﹤0.01% 603
2024
Q1
$8.25K Hold
50
﹤0.01% 513
2023
Q4
$6.81K Hold
50
﹤0.01% 565
2023
Q3
$6.86K Sell
50
-40
-44% -$5.49K ﹤0.01% 544
2023
Q2
$11.5K Hold
90
0.01% 467
2023
Q1
$11.2K Sell
90
-135
-60% -$16.8K 0.01% 415
2022
Q4
$19.2K Hold
225
0.01% 324
2022
Q3
$24K Hold
225
0.01% 304
2022
Q2
$20K Sell
225
-15
-6% -$1.33K 0.01% 352
2022
Q1
$41K Hold
240
0.02% 286
2021
Q4
$40K Hold
240
0.02% 300
2021
Q3
$40K Buy
+240
New +$40K 0.02% 306