Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$14.6K 268
2024
Q3
$14.6K Hold
200
﹤0.01% 280
2024
Q2
$12.1K Sell
200
-50
-20% -$3.01K ﹤0.01% 281
2024
Q1
$15.8K Hold
250
﹤0.01% 265
2023
Q4
$14.5K Hold
250
﹤0.01% 269
2023
Q3
$12.1K Hold
250
﹤0.01% 280
2023
Q2
$12.5K Hold
250
﹤0.01% 266
2023
Q1
$13.7K Sell
250
-50
-17% -$2.73K ﹤0.01% 268
2022
Q4
$18K Hold
300
﹤0.01% 263
2022
Q3
$17K Hold
300
﹤0.01% 261
2022
Q2
$15K Hold
300
﹤0.01% 274
2022
Q1
$18K Buy
+300
New +$18K ﹤0.01% 273