Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$125K Sell
630
-565
-47% -$112K ﹤0.01% 317
2023
Q4
$208K Buy
1,195
+80
+7% +$13.9K 0.01% 260
2023
Q3
$174K Hold
1,115
0.01% 273
2023
Q2
$183K Sell
1,115
-84
-7% -$13.8K 0.01% 280
2023
Q1
$185K Sell
1,199
-97
-7% -$15K 0.01% 280
2022
Q4
$171K Sell
1,296
-228
-15% -$30.1K 0.01% 301
2022
Q3
$163K Sell
1,524
-340
-18% -$36.4K 0.01% 300
2022
Q2
$195K Buy
1,864
+1,260
+209% +$132K 0.01% 293
2022
Q1
$90K Buy
604
+144
+31% +$21.5K ﹤0.01% 443
2021
Q4
$53K Buy
+460
New +$53K ﹤0.01% 516