Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,222
Closed -$1.74K 1151
2024
Q3
$1.74K Sell
1,222
-122
-9% -$173 ﹤0.01% 1137
2024
Q2
$1.67K Hold
1,344
﹤0.01% 1132
2024
Q1
$2.12K Hold
1,344
﹤0.01% 1137
2023
Q4
$4.27K Hold
1,344
﹤0.01% 392
2023
Q3
$3.59K Hold
1,344
﹤0.01% 406
2023
Q2
$2.8K Sell
1,344
-424
-24% -$882 ﹤0.01% 481
2023
Q1
$2.14K Hold
1,768
﹤0.01% 565
2022
Q4
$3.08K Hold
1,768
﹤0.01% 510
2022
Q3
$6K Sell
1,768
-388
-18% -$1.32K 0.01% 411
2022
Q2
$5K Hold
2,156
0.01% 436
2022
Q1
$14K Buy
2,156
+750
+53% +$4.87K 0.01% 290
2021
Q4
$21.8K Buy
+1,406
New +$21.8K 0.02% 237