Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,403
Closed -$42.5K 602
2024
Q3
$42.5K Hold
35,403
﹤0.01% 586
2024
Q2
$40K Hold
35,403
﹤0.01% 558
2024
Q1
$45.7K Sell
35,403
-100
-0.3% -$129 ﹤0.01% 542
2023
Q4
$36.9K Hold
35,503
﹤0.01% 529
2023
Q3
$41.2K Hold
35,503
﹤0.01% 520
2023
Q2
$73.8K Sell
35,503
-10,471
-23% -$21.8K ﹤0.01% 510
2023
Q1
$137K Sell
45,974
-19,846
-30% -$59.2K 0.01% 473
2022
Q4
$220K Buy
+65,820
New +$220K 0.02% 449