Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-23
Closed -$15K 304
2023
Q4
$15K Hold
23
﹤0.01% 250
2023
Q3
$12K Sell
23
-30
-57% -$15.7K ﹤0.01% 257
2023
Q2
$24K Buy
53
+30
+130% +$13.6K ﹤0.01% 242
2023
Q1
$10K Hold
23
﹤0.01% 252
2022
Q4
$9K Hold
23
﹤0.01% 248
2022
Q3
$9K Hold
23
﹤0.01% 252
2022
Q2
$9K Hold
23
﹤0.01% 263
2022
Q1
$11K Hold
23
﹤0.01% 402
2021
Q4
$15K Buy
+23
New +$15K ﹤0.01% 400
2019
Q4
Sell
-19,300
Closed -$5.13M 232
2019
Q3
$5.13M Hold
19,300
0.18% 74
2019
Q2
$5.04M Buy
+19,300
New +$5.04M 0.17% 77