Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-30
Closed -$2.43K 1030
2023
Q4
$2.43K Buy
+30
New +$2.43K ﹤0.01% 931
2023
Q2
Sell
-23
Closed -$2.56K 1174
2023
Q1
$2.56K Sell
23
-377
-94% -$42K ﹤0.01% 1080
2022
Q4
$47.9K Sell
400
-206
-34% -$24.7K ﹤0.01% 710
2022
Q3
$61K Buy
606
+6
+1% +$604 ﹤0.01% 671
2022
Q2
$44K Hold
600
﹤0.01% 729
2022
Q1
$75K Hold
600
﹤0.01% 665
2021
Q4
$131K Sell
600
-300
-33% -$65.5K ﹤0.01% 593
2021
Q3
$187K Hold
900
﹤0.01% 533
2021
Q2
$185K Buy
900
+500
+125% +$103K ﹤0.01% 546
2021
Q1
$81K Hold
400
﹤0.01% 647
2020
Q4
$71K Buy
+400
New +$71K ﹤0.01% 636