Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-157
Closed -$2K 1013
2024
Q1
$2K Buy
+157
New +$2K ﹤0.01% 963
2023
Q4
Sell
-391
Closed -$4K 1098
2023
Q3
$4K Hold
391
﹤0.01% 1141
2023
Q2
$6K Hold
391
﹤0.01% 1125
2023
Q1
$4K Hold
391
﹤0.01% 1142
2022
Q4
$2K Hold
391
﹤0.01% 1169
2022
Q3
$3K Sell
391
-1,000
-72% -$7.67K ﹤0.01% 1198
2022
Q2
$10K Sell
1,391
-914
-40% -$6.57K ﹤0.01% 1173
2022
Q1
$64K Sell
2,305
-2,256
-49% -$62.6K ﹤0.01% 979
2021
Q4
$179K Buy
4,561
+3,561
+356% +$140K 0.01% 851
2021
Q3
$42K Hold
1,000
﹤0.01% 1059
2021
Q2
$22K Buy
+1,000
New +$22K ﹤0.01% 1144