Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,400
Closed -$204K 286
2024
Q2
$204K Sell
1,400
-409
-23% -$59.7K 0.06% 172
2024
Q1
$237K Sell
1,809
-500
-22% -$65.5K 0.07% 209
2023
Q4
$250K Sell
2,309
-301
-12% -$32.6K 0.08% 207
2023
Q3
$241K Buy
2,610
+2,402
+1,155% +$221K 0.08% 206
2023
Q2
$18.4K Buy
+208
New +$18.4K 0.01% 347
2023
Q1
Sell
-200
Closed -$21K 470
2022
Q4
$21K Hold
200
0.01% 300
2022
Q3
$17K Hold
200
0.01% 291
2022
Q2
$20K Hold
200
0.01% 304
2022
Q1
$22K Hold
200
0.01% 306
2021
Q4
$18K Buy
200
+100
+100% +$9K 0.01% 322
2021
Q3
$10K Buy
+100
New +$10K ﹤0.01% 233
2013
Q4
Sell
-3,475
Closed -$158K 269
2013
Q3
$158K Buy
+3,475
New +$158K 0.05% 121