Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,002
Closed -$44.5K 150
2024
Q3
$44.5K Sell
1,002
-143
-12% -$6.36K ﹤0.01% 131
2024
Q2
$48.8K Sell
1,145
-59
-5% -$2.51K ﹤0.01% 149
2024
Q1
$50K Hold
1,204
﹤0.01% 172
2023
Q4
$44.2K Hold
1,204
﹤0.01% 171
2023
Q3
$42.8K Buy
+1,204
New +$42.8K ﹤0.01% 172
2020
Q4
Sell
-167
Closed -$3K 465
2020
Q3
$3K Buy
+167
New +$3K ﹤0.01% 436