Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,175
Closed -$51.3K 673
2023
Q4
$51.3K Buy
1,175
+675
+135% +$29.4K ﹤0.01% 417
2023
Q3
$22K Hold
500
﹤0.01% 495
2023
Q2
$22.3K Hold
500
﹤0.01% 515
2023
Q1
$22.2K Sell
500
-500
-50% -$22.2K ﹤0.01% 540
2022
Q4
$42K Sell
1,000
-1,317
-57% -$55.3K ﹤0.01% 470
2022
Q3
$86K Buy
2,317
+13
+0.6% +$483 ﹤0.01% 385
2022
Q2
$96K Hold
2,304
﹤0.01% 395
2022
Q1
$132K Hold
2,304
﹤0.01% 383
2021
Q4
$153K Buy
+2,304
New +$153K ﹤0.01% 364