Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-200
Closed -$7K 708
2023
Q4
$7K Sell
200
-100
-33% -$3.5K 0.01% 324
2023
Q3
$10K Sell
300
-200
-40% -$6.67K 0.01% 374
2023
Q2
$17K Buy
500
+200
+67% +$6.8K 0.02% 255
2023
Q1
$10K Hold
300
0.01% 332
2022
Q4
$10K Buy
+300
New +$10K 0.01% 298
2022
Q3
Sell
-5,520
Closed -$300K 680
2022
Q2
$300K Buy
+5,520
New +$300K 0.22% 73
2019
Q4
Sell
-8,000
Closed -$426K 834
2019
Q3
$426K Buy
+8,000
New +$426K 0.13% 100