Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-75
Closed -$10K 986
2024
Q1
$10K Buy
+75
New +$10K ﹤0.01% 617
2023
Q4
Sell
-390
Closed -$49.5K 567
2023
Q3
$49.5K Hold
390
0.01% 141
2023
Q2
$42.1K Buy
390
+165
+73% +$17.8K 0.01% 284
2023
Q1
$19.8K Sell
225
-82
-27% -$7.23K ﹤0.01% 433
2022
Q4
$20.9K Hold
307
﹤0.01% 409
2022
Q3
$18K Hold
307
﹤0.01% 493
2022
Q2
$16K Buy
307
+82
+36% +$4.27K ﹤0.01% 481
2022
Q1
$14K Hold
225
﹤0.01% 333
2021
Q4
$16K Buy
+225
New +$16K ﹤0.01% 282
2020
Q4
Sell
-52
Closed -$2K 557
2020
Q3
$2K Buy
+52
New +$2K ﹤0.01% 512