Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,922
Closed -$38.9K 484
2023
Q4
$38.9K Hold
16,922
﹤0.01% 433
2023
Q3
$40.4K Buy
16,922
+6,050
+56% +$14.5K ﹤0.01% 411
2023
Q2
$17K Sell
10,872
-251
-2% -$392 ﹤0.01% 413
2023
Q1
$28.1K Hold
11,123
﹤0.01% 394
2022
Q4
$29.9K Hold
11,123
﹤0.01% 360
2022
Q3
$31K Hold
11,123
﹤0.01% 345
2022
Q2
$35K Hold
11,123
﹤0.01% 354
2022
Q1
$86K Sell
11,123
-250
-2% -$1.93K 0.01% 384
2021
Q4
$80K Sell
11,373
-271
-2% -$1.91K 0.01% 389
2021
Q3
$131K Buy
+11,644
New +$131K 0.02% 362