Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-90
Closed -$6K 271
2024
Q1
$6K Sell
90
-500
-85% -$33.3K ﹤0.01% 234
2023
Q4
$37K Sell
590
-91
-13% -$5.71K ﹤0.01% 160
2023
Q3
$46K Sell
681
-630
-48% -$42.6K ﹤0.01% 150
2023
Q2
$137K Buy
1,311
+251
+24% +$26.2K 0.01% 121
2023
Q1
$129K Hold
1,060
0.01% 113
2022
Q4
$132K Hold
1,060
0.01% 102
2022
Q3
$112K Buy
1,060
+560
+112% +$59.2K 0.01% 103
2022
Q2
$54K Hold
500
﹤0.01% 122
2022
Q1
$55K Hold
500
﹤0.01% 122
2021
Q4
$55K Hold
500
﹤0.01% 122
2021
Q3
$46K Hold
500
﹤0.01% 128
2021
Q2
$54K Hold
500
﹤0.01% 124
2021
Q1
$55K Buy
+500
New +$55K ﹤0.01% 130