Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-574
Closed -$4.04K 808
2024
Q2
$4.04K Buy
574
+74
+15% +$520 ﹤0.01% 887
2024
Q1
$5K Hold
500
﹤0.01% 726
2023
Q4
$6.2K Hold
500
﹤0.01% 942
2023
Q3
$7.44K Sell
500
-50
-9% -$744 ﹤0.01% 864
2023
Q2
$7.44K Buy
550
+50
+10% +$677 ﹤0.01% 870
2023
Q1
$3.08K Buy
+500
New +$3.08K ﹤0.01% 1046