Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-40
Closed -$180 525
2024
Q1
$180 Sell
40
-500
-93% -$2.25K ﹤0.01% 489
2023
Q4
$4.9K Sell
540
-460
-46% -$4.17K ﹤0.01% 409
2023
Q3
$9.04K Sell
1,000
-100
-9% -$904 0.01% 371
2023
Q2
$10.7K Sell
1,100
-2,755
-71% -$26.7K 0.01% 328
2023
Q1
$40.5K Hold
3,855
0.02% 232
2022
Q4
$37.6K Hold
3,855
0.02% 235
2022
Q3
$61K Sell
3,855
-555
-13% -$8.78K 0.04% 205
2022
Q2
$96K Hold
4,410
0.06% 173
2022
Q1
$93K Hold
4,410
0.05% 185
2021
Q4
$140K Hold
4,410
0.08% 165
2021
Q3
$157K Hold
4,410
0.09% 163
2021
Q2
$235K Buy
4,410
+500
+13% +$26.6K 0.15% 138
2021
Q1
$152K Buy
3,910
+1,255
+47% +$48.8K 0.11% 159
2020
Q4
$129K Buy
2,655
+1,155
+77% +$56.1K 0.1% 159
2020
Q3
$32K Buy
1,500
+1,000
+200% +$21.3K 0.03% 239
2020
Q2
$4K Buy
+500
New +$4K ﹤0.01% 372