Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$4.76K Hold
82
﹤0.01% 253
2024
Q1
$5.49K Hold
82
0.01% 251
2023
Q4
$5.04K Sell
82
-500
-86% -$30.7K ﹤0.01% 251
2023
Q3
$34K Buy
582
+82
+16% +$4.79K 0.03% 173
2023
Q2
$33.4K Hold
500
0.03% 184
2023
Q1
$38K Buy
+500
New +$38K 0.04% 179
2022
Q1
Sell
-340
Closed -$64K 344
2021
Q4
$64K Sell
340
-830
-71% -$156K 0.06% 182
2021
Q3
$304K Sell
1,170
-850
-42% -$221K 0.27% 74
2021
Q2
$589K Buy
+2,020
New +$589K 0.52% 48