Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,400
Closed -$31.4K 2072
2024
Q3
$31.4K Hold
3,400
﹤0.01% 1860
2024
Q2
$27.9K Hold
3,400
﹤0.01% 1862
2024
Q1
$41K Sell
3,400
-1,900
-36% -$22.9K ﹤0.01% 1784
2023
Q4
$58K Sell
5,300
-6,700
-56% -$73.3K ﹤0.01% 1757
2023
Q3
$118K Sell
12,000
-8,700
-42% -$85.6K ﹤0.01% 1681
2023
Q2
$272K Buy
20,700
+2,000
+11% +$26.3K ﹤0.01% 1515
2023
Q1
$204K Buy
18,700
+9,900
+113% +$108K ﹤0.01% 1593
2022
Q4
$75K Buy
+8,800
New +$75K ﹤0.01% 1764