Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$81.2K Buy
1,943
+1,253
+182% +$52.3K 0.01% 275
2024
Q3
$6.03K Sell
690
-262
-28% -$2.29K ﹤0.01% 854
2024
Q2
$6.69K Buy
952
+262
+38% +$1.84K ﹤0.01% 964
2024
Q1
$6.89K Hold
690
﹤0.01% 980
2023
Q4
$8.55K Sell
690
-860
-55% -$10.7K ﹤0.01% 745
2023
Q3
$23.1K Buy
1,550
+326
+27% +$4.85K 0.01% 465
2023
Q2
$16.6K Buy
1,224
+40
+3% +$541 ﹤0.01% 428
2023
Q1
$7.28K Buy
1,184
+184
+18% +$1.13K ﹤0.01% 619
2022
Q4
$3.54K Hold
1,000
﹤0.01% 489
2022
Q3
$5.89K Hold
1,000
﹤0.01% 403
2022
Q2
$4.38K Buy
1,000
+200
+25% +$876 ﹤0.01% 359
2022
Q1
$10.2K Buy
+800
New +$10.2K ﹤0.01% 231