Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-552
Closed -$39.8K 1200
2024
Q3
$39.8K Sell
552
-108
-16% -$7.78K 0.02% 299
2024
Q2
$44.6K Sell
660
-13
-2% -$879 0.02% 259
2024
Q1
$60.4K Hold
673
0.03% 231
2023
Q4
$60.4K Buy
+673
New +$60.4K 0.03% 231