Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$37K Hold
500
﹤0.01% 459
2023
Q4
$36.2K Hold
500
﹤0.01% 452
2023
Q3
$37.4K Hold
500
﹤0.01% 451
2023
Q2
$40.8K Hold
500
﹤0.01% 454
2023
Q1
$43.2K Hold
500
﹤0.01% 455
2022
Q4
$44K Sell
500
-8
-2% -$704 ﹤0.01% 466
2022
Q3
$41K Sell
508
-1,192
-70% -$96.2K ﹤0.01% 471
2022
Q2
$154K Hold
1,700
0.01% 329
2022
Q1
$159K Sell
1,700
-8
-0.5% -$748 0.01% 362
2021
Q4
$152K Buy
+1,708
New +$152K ﹤0.01% 368