Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8
Closed -$445 997
2024
Q3
$445 Sell
8
-2
-20% -$111 ﹤0.01% 684
2024
Q2
$590 Sell
10
-3
-23% -$177 ﹤0.01% 615
2024
Q1
$894 Buy
13
+7
+117% +$481 ﹤0.01% 565
2023
Q4
$487 Sell
6
-2
-25% -$162 ﹤0.01% 601
2023
Q3
$517 Hold
8
﹤0.01% 599
2023
Q2
$677 Hold
8
﹤0.01% 551
2023
Q1
$891 Hold
8
﹤0.01% 519
2022
Q4
$958 Hold
8
﹤0.01% 458
2022
Q3
$1K Hold
8
﹤0.01% 469
2022
Q2
$1K Sell
8
-179
-96% -$22.4K ﹤0.01% 462
2022
Q1
$23K Buy
187
+39
+26% +$4.8K 0.01% 246
2021
Q4
$32K Hold
148
0.01% 237
2021
Q3
$31K Hold
148
0.01% 233
2021
Q2
$30K Hold
148
0.01% 231
2021
Q1
$30K Hold
148
0.01% 223
2020
Q4
$26K Hold
148
0.01% 230
2020
Q3
$18K Buy
+148
New +$18K 0.01% 241