Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-900
Closed -$48.5K 842
2024
Q1
$48.5K Hold
900
﹤0.01% 351
2023
Q4
$48.5K Hold
900
﹤0.01% 351
2023
Q3
$69.4K Hold
900
0.01% 289
2023
Q2
$75.8K Buy
900
+200
+29% +$16.8K 0.01% 284
2023
Q1
$47.6K Buy
700
+300
+75% +$20.4K 0.01% 331
2022
Q4
$24K Buy
+400
New +$24K ﹤0.01% 451