Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,100
Closed -$52.8K 1837
2024
Q3
$52.8K Sell
1,100
-370
-25% -$17.8K ﹤0.01% 961
2024
Q2
$69.3K Sell
1,470
-80
-5% -$3.77K ﹤0.01% 856
2024
Q1
$91.1K Hold
1,550
﹤0.01% 801
2023
Q4
$83.6K Buy
1,550
+25
+2% +$1.35K ﹤0.01% 801
2023
Q3
$76.2K Hold
1,525
﹤0.01% 809
2023
Q2
$78.4K Hold
1,525
﹤0.01% 800
2023
Q1
$84.6K Hold
1,525
﹤0.01% 784
2022
Q4
$81K Hold
1,525
﹤0.01% 842
2022
Q3
$65K Hold
1,525
﹤0.01% 977
2022
Q2
$71K Sell
1,525
-150
-9% -$6.98K ﹤0.01% 1034
2022
Q1
$88K Sell
1,675
-800
-32% -$42K ﹤0.01% 1052
2021
Q4
$142K Buy
2,475
+225
+10% +$12.9K ﹤0.01% 910
2021
Q3
$109K Buy
2,250
+1,000
+80% +$48.4K ﹤0.01% 926
2021
Q2
$58K Buy
1,250
+800
+178% +$37.1K ﹤0.01% 1028
2021
Q1
$17K Buy
+450
New +$17K ﹤0.01% 1309