Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-120
Closed -$40.1K 475
2024
Q3
$40.1K Sell
120
-15
-11% -$5.02K ﹤0.01% 297
2024
Q2
$33K Hold
135
﹤0.01% 318
2024
Q1
$47K Sell
135
-9
-6% -$3.13K 0.01% 244
2023
Q4
$42K Sell
144
-200
-58% -$58.3K 0.01% 254
2023
Q3
$90.9K Sell
344
-42
-11% -$11.1K 0.02% 203
2023
Q2
$127K Hold
386
0.03% 159
2023
Q1
$94K Sell
386
-4,863
-93% -$1.18M 0.02% 184
2022
Q4
$1.41M Buy
+5,249
New +$1.41M 0.34% 50