Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$32K Buy
131
+14
+12% +$3.42K ﹤0.01% 1438
2024
Q1
$41K Sell
117
-2
-2% -$701 ﹤0.01% 1360
2023
Q4
$35K Buy
+119
New +$35K ﹤0.01% 1349
2023
Q2
Sell
-150
Closed -$37K 1831
2023
Q1
$37K Hold
150
﹤0.01% 1164
2022
Q4
$40K Hold
150
﹤0.01% 1141
2022
Q3
$37K Hold
150
﹤0.01% 1126
2022
Q2
$32K Buy
+150
New +$32K ﹤0.01% 1145
2019
Q2
Sell
-2,124
Closed -$219K 1965
2019
Q1
$219K Buy
2,124
+112
+6% +$11.5K 0.02% 486
2018
Q4
$241K Buy
+2,012
New +$241K 0.03% 448