Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,108
Closed -$43.6K 1550
2023
Q4
$43.6K Sell
1,108
-1,108
-50% -$43.6K ﹤0.01% 774
2023
Q3
$84.6K Buy
2,216
+881
+66% +$33.6K ﹤0.01% 775
2023
Q2
$60.9K Buy
1,335
+227
+20% +$10.3K ﹤0.01% 689
2023
Q1
$49.6K Hold
1,108
﹤0.01% 667
2022
Q4
$48.7K Hold
1,108
﹤0.01% 625
2022
Q3
$46K Hold
1,108
﹤0.01% 621
2022
Q2
$54K Sell
1,108
-568
-34% -$27.7K ﹤0.01% 602
2022
Q1
$93K Buy
1,676
+568
+51% +$31.5K 0.01% 561
2021
Q4
$58K Hold
1,108
﹤0.01% 627
2021
Q3
$55K Sell
1,108
-98
-8% -$4.87K ﹤0.01% 596
2021
Q2
$59K Buy
1,206
+98
+9% +$4.79K ﹤0.01% 521
2021
Q1
$50K Hold
1,108
﹤0.01% 541
2020
Q4
$47K Buy
+1,108
New +$47K ﹤0.01% 516