Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-540
Closed -$56.5K 1107
2024
Q1
$56.5K Sell
540
-7
-1% -$732 ﹤0.01% 861
2023
Q4
$49.5K Buy
547
+2
+0.4% +$181 ﹤0.01% 871
2023
Q3
$44.4K Sell
545
-77
-12% -$6.28K ﹤0.01% 891
2023
Q2
$43.1K Buy
622
+82
+15% +$5.69K ﹤0.01% 910
2023
Q1
$46.6K Buy
540
+424
+366% +$36.6K ﹤0.01% 923
2022
Q4
$7.93K Sell
116
-50
-30% -$3.42K ﹤0.01% 1300
2022
Q3
$9K Hold
166
﹤0.01% 1227
2022
Q2
$15K Hold
166
﹤0.01% 1166
2022
Q1
$25K Hold
166
﹤0.01% 1122
2021
Q4
$37K Sell
166
-825
-83% -$184K ﹤0.01% 1045
2021
Q3
$235K Hold
991
﹤0.01% 706
2021
Q2
$242K Buy
991
+166
+20% +$40.5K ﹤0.01% 708
2021
Q1
$181K Buy
+825
New +$181K ﹤0.01% 720
2020
Q3
Sell
-65
Closed -$13K 1417
2020
Q2
$13K Hold
65
﹤0.01% 1118
2020
Q1
$7K Buy
+65
New +$7K ﹤0.01% 1194