Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,000
Closed -$23.4K 294
2024
Q2
$23.4K Sell
14,000
-1,500
-10% -$2.51K ﹤0.01% 279
2024
Q1
$23.6K Sell
15,500
-3,500
-18% -$5.32K ﹤0.01% 314
2023
Q4
$19.4K Sell
19,000
-2,000
-10% -$2.04K ﹤0.01% 305
2023
Q3
$24.9K Buy
21,000
+1,000
+5% +$1.19K ﹤0.01% 277
2023
Q2
$23.4K Hold
20,000
﹤0.01% 283
2023
Q1
$22.8K Hold
20,000
﹤0.01% 275
2022
Q4
$26.2K Buy
20,000
+3,500
+21% +$4.58K ﹤0.01% 275
2022
Q3
$38K Hold
16,500
﹤0.01% 260
2022
Q2
$37K Hold
16,500
﹤0.01% 272
2022
Q1
$43K Buy
16,500
+4,500
+38% +$11.7K ﹤0.01% 273
2021
Q4
$38K Buy
+12,000
New +$38K ﹤0.01% 280