Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-668
Closed -$2.78K 223
2024
Q2
$2.78K Sell
668
-12
-2% -$50 ﹤0.01% 177
2024
Q1
$3.06K Hold
680
﹤0.01% 170
2023
Q4
$6.17K Hold
680
﹤0.01% 166
2023
Q3
$5.98K Hold
680
﹤0.01% 158
2023
Q2
$6.59K Hold
680
0.01% 159
2023
Q1
$7.15K Sell
680
-575
-46% -$6.04K 0.01% 157
2022
Q4
$12.2K Hold
1,255
0.01% 139
2022
Q3
$20K Hold
1,255
0.02% 108
2022
Q2
$27K Hold
1,255
0.02% 96
2022
Q1
$26K Sell
1,255
-75
-6% -$1.55K 0.02% 101
2021
Q4
$42K Buy
+1,330
New +$42K 0.03% 96