Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-100
Closed -$6.87K 185
2024
Q1
$6.87K Hold
100
﹤0.01% 134
2023
Q4
$8.11K Sell
100
-1,299
-93% -$105K ﹤0.01% 125
2023
Q3
$90.3K Sell
1,399
-32,242
-96% -$2.08M 0.03% 84
2023
Q2
$2.85M Buy
+33,641
New +$2.85M 1.06% 27
2022
Q2
Sell
-21,722
Closed -$2.7M 174
2022
Q1
$2.7M Buy
+21,722
New +$2.7M 0.93% 32