Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,750
Closed -$9K 979
2023
Q4
$9K Hold
2,750
﹤0.01% 1004
2023
Q3
$9K Sell
2,750
-137
-5% -$448 ﹤0.01% 1040
2023
Q2
$14K Hold
2,887
﹤0.01% 895
2023
Q1
$14K Sell
2,887
-5,069
-64% -$24.6K ﹤0.01% 922
2022
Q4
$48K Buy
7,956
+3,288
+70% +$19.8K ﹤0.01% 825
2022
Q3
$36K Sell
4,668
-855
-15% -$6.59K ﹤0.01% 996
2022
Q2
$45K Buy
5,523
+4,757
+621% +$38.8K ﹤0.01% 911
2022
Q1
$15K Buy
+766
New +$15K ﹤0.01% 1437