Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-904
Closed -$15K 2868
2024
Q2
$15K Hold
904
0.01% 1320
2024
Q1
$15K Hold
904
0.01% 1328
2023
Q4
$16K Sell
904
-1,601
-64% -$28.3K 0.01% 1293
2023
Q3
$41K Buy
2,505
+1,601
+177% +$26.2K 0.03% 858
2023
Q2
$14K Hold
904
0.01% 1306
2023
Q1
$15K Sell
904
-96
-10% -$1.59K 0.01% 1128
2022
Q4
$17K Hold
1,000
0.01% 1093
2022
Q3
$15K Hold
1,000
0.01% 1105
2022
Q2
$12K Sell
1,000
-798
-44% -$9.58K 0.01% 1153
2022
Q1
$19K Buy
+1,798
New +$19K 0.01% 1080