Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-51
Closed -$4.84K 385
2024
Q1
$4.84K Buy
51
+17
+50% +$1.61K ﹤0.01% 356
2023
Q4
$3.68K Sell
34
-6
-15% -$649 ﹤0.01% 371
2023
Q3
$3.72K Buy
40
+6
+18% +$558 ﹤0.01% 383
2023
Q2
$3.34K Buy
34
+3
+10% +$295 ﹤0.01% 385
2023
Q1
$3.03K Buy
31
+6
+24% +$585 ﹤0.01% 350
2022
Q4
$2.57K Buy
+25
New +$2.57K ﹤0.01% 350
2022
Q1
Sell
-900
Closed -$86K 416
2021
Q4
$86K Hold
900
0.03% 203
2021
Q3
$80K Buy
+900
New +$80K 0.03% 169