Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11
Closed -$735 1986
2024
Q3
$735 Sell
11
-5,796
-100% -$387K ﹤0.01% 1729
2024
Q2
$428K Sell
5,807
-817
-12% -$60.2K ﹤0.01% 621
2024
Q1
$509K Buy
6,624
+100
+2% +$7.69K ﹤0.01% 608
2023
Q4
$398K Buy
6,524
+3,499
+116% +$214K ﹤0.01% 570
2023
Q3
$155K Hold
3,025
﹤0.01% 681
2023
Q2
$162K Buy
+3,025
New +$162K ﹤0.01% 695