Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-260
Closed -$2K 1155
2023
Q4
$2K Hold
260
﹤0.01% 1167
2023
Q3
$1K Hold
260
﹤0.01% 1303
2023
Q2
$2K Hold
260
﹤0.01% 1221
2023
Q1
$1K Hold
260
﹤0.01% 1316
2022
Q4
$1K Hold
260
﹤0.01% 1621
2022
Q3
$2K Hold
260
﹤0.01% 1719
2022
Q2
$2K Hold
260
﹤0.01% 1708
2022
Q1
$3K Sell
260
-135
-34% -$1.56K ﹤0.01% 1752
2021
Q4
$6K Buy
395
+8
+2% +$122 ﹤0.01% 1775
2021
Q3
$10K Sell
387
-415
-52% -$10.7K ﹤0.01% 1705
2021
Q2
$27K Sell
802
-808
-50% -$27.2K ﹤0.01% 1445
2021
Q1
$81K Buy
+1,610
New +$81K ﹤0.01% 978