Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-800
Closed -$30.2K 2697
2024
Q3
$30.2K Hold
800
﹤0.01% 922
2024
Q2
$41.3K Sell
800
-70
-8% -$3.61K ﹤0.01% 730
2024
Q1
$53.1K Buy
870
+70
+9% +$4.28K 0.01% 488
2023
Q4
$8.38K Hold
800
﹤0.01% 786
2023
Q3
$7.61K Hold
800
﹤0.01% 782
2023
Q2
$7.15K Hold
800
﹤0.01% 782
2023
Q1
$3.61K Buy
800
+500
+167% +$2.26K ﹤0.01% 916
2022
Q4
$1.35K Buy
300
+23
+8% +$103 ﹤0.01% 1013
2022
Q3
$2K Sell
277
-1
-0.4% -$7 ﹤0.01% 987
2022
Q2
$6K Hold
278
﹤0.01% 752
2022
Q1
$10K Hold
278
﹤0.01% 660
2021
Q4
$16K Hold
278
﹤0.01% 596
2021
Q3
$26K Buy
278
+139
+100% +$13K ﹤0.01% 532
2021
Q2
$27K Buy
+139
New +$27K ﹤0.01% 550