Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-440
Closed -$35K 78
2024
Q1
$35K Hold
440
﹤0.01% 63
2023
Q4
$39K Buy
440
+80
+22% +$7.09K ﹤0.01% 64
2023
Q3
$35K Buy
360
+64
+22% +$6.22K ﹤0.01% 63
2023
Q2
$30K Buy
296
+40
+16% +$4.05K ﹤0.01% 59
2023
Q1
$28K Buy
+256
New +$28K ﹤0.01% 62