Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-837
Closed -$145K 340
2024
Q2
$145K Sell
837
-21
-2% -$3.65K 0.02% 194
2024
Q1
$117K Sell
858
-268
-24% -$36.5K 0.02% 196
2023
Q4
$117K Buy
1,126
+268
+31% +$27.9K 0.02% 195
2023
Q3
$74.6K Hold
858
0.01% 205
2023
Q2
$86.6K Hold
858
0.01% 200
2023
Q1
$79.8K Buy
858
+258
+43% +$24K 0.01% 203
2022
Q4
$44.7K Buy
600
+100
+20% +$7.45K 0.01% 234
2022
Q3
$34K Buy
+500
New +$34K 0.01% 233