Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$105K Buy
401
+27
+7% +$7.04K 0.03% 230
2024
Q3
$121K Buy
374
+46
+14% +$14.8K 0.03% 243
2024
Q2
$102K Sell
328
-25
-7% -$7.81K 0.03% 252
2024
Q1
$100K Buy
+353
New +$100K 0.03% 255
2023
Q4
Sell
-334
Closed -$89.8K 213
2023
Q3
$89.8K Hold
334
0.03% 256
2023
Q2
$74.2K Buy
334
+60
+22% +$13.3K 0.03% 274
2023
Q1
$66.3K Buy
274
+74
+37% +$17.9K 0.03% 284
2022
Q4
$52.5K Sell
200
-12
-6% -$3.15K 0.03% 169
2022
Q3
$47.8K Buy
212
+12
+6% +$2.71K 0.03% 164
2022
Q2
$48.7K Hold
200
0.03% 174
2022
Q1
$48.4K Buy
+200
New +$48.4K 0.03% 174