Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-645
Closed -$45.3K 185
2023
Q4
$45.3K Sell
645
-10
-2% -$702 0.01% 145
2023
Q3
$41.5K Sell
655
-183
-22% -$11.6K 0.02% 142
2023
Q2
$51.7K Sell
838
-600
-42% -$37K 0.01% 301
2023
Q1
$91.4K Buy
1,438
+610
+74% +$38.8K 0.01% 211
2022
Q4
$54.4K Buy
828
+183
+28% +$12K 0.01% 214
2022
Q3
$33K Hold
645
0.01% 222
2022
Q2
$36K Hold
645
0.01% 269
2022
Q1
$46K Hold
645
0.01% 255
2021
Q4
$38K Buy
+645
New +$38K 0.01% 304