Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-55
Closed -$9.45K 283
2024
Q1
$9.45K Hold
55
0.01% 233
2023
Q4
$8.55K Hold
55
0.01% 233
2023
Q3
$6.9K Hold
55
0.01% 253
2023
Q2
$6.37K Hold
55
0.01% 262
2023
Q1
$5.99K Hold
55
0.01% 269
2022
Q4
$5.62K Sell
55
-1,000
-95% -$102K 0.01% 258
2022
Q3
$95K Hold
1,055
0.09% 133
2022
Q2
$124K Hold
1,055
0.13% 114
2022
Q1
$151K Buy
1,055
+616
+140% +$88.2K 0.14% 120
2021
Q4
$74K Hold
439
0.07% 168
2021
Q3
$66K Hold
439
0.06% 178
2021
Q2
$67K Buy
+439
New +$67K 0.06% 177