Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,900
Closed -$19K 1858
2023
Q4
$19K Sell
4,900
-40
-0.8% -$155 ﹤0.01% 864
2023
Q3
$17K Hold
4,940
﹤0.01% 935
2023
Q2
$20K Hold
4,940
﹤0.01% 827
2023
Q1
$18K Sell
4,940
-642
-12% -$2.34K ﹤0.01% 882
2022
Q4
$19K Sell
5,582
-100
-2% -$340 ﹤0.01% 1113
2022
Q3
$22K Sell
5,682
-2,328
-29% -$9.01K ﹤0.01% 1172
2022
Q2
$48K Sell
8,010
-504
-6% -$3.02K ﹤0.01% 899
2022
Q1
$101K Buy
8,514
+1,501
+21% +$17.8K 0.01% 812
2021
Q4
$125K Buy
7,013
+1,073
+18% +$19.1K 0.01% 861
2021
Q3
$174K Buy
5,940
+5,340
+890% +$156K 0.01% 746
2021
Q2
$29K Buy
+600
New +$29K ﹤0.01% 1427