Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-478
Closed -$16.6K 516
2024
Q3
$16.6K Sell
478
-2
-0.4% -$70 0.01% 275
2024
Q2
$15.5K Hold
480
0.01% 276
2024
Q1
$16.3K Sell
480
-21
-4% -$714 0.01% 281
2023
Q4
$19.7K Sell
501
-80
-14% -$3.15K 0.01% 254
2023
Q3
$22.2K Sell
581
-54
-9% -$2.06K 0.01% 243
2023
Q2
$28.9K Sell
635
-13
-2% -$593 0.01% 242
2023
Q1
$29K Buy
648
+31
+5% +$1.39K 0.01% 241
2022
Q4
$27.1K Buy
+617
New +$27.1K 0.01% 247