Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-326
Closed -$39.8K 971
2024
Q1
$39.8K Sell
326
-110
-25% -$13.4K 0.01% 602
2023
Q4
$38.2K Sell
436
-202
-32% -$17.7K 0.01% 623
2023
Q3
$47.6K Hold
638
0.01% 545
2023
Q2
$37.6K Sell
638
-283
-31% -$16.7K 0.01% 604
2023
Q1
$29.4K Sell
921
-980
-52% -$31.3K ﹤0.01% 630
2022
Q4
$63.3K Buy
+1,901
New +$63.3K 0.01% 506