Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
403
2023
Q4
Hold
0
428
2023
Q2
Hold
0
526
2023
Q1
Hold
0
660
2022
Q4
Hold
0
729
2022
Q3
Hold
0
820
2022
Q2
Sell
-20,155
Closed -$223K 942
2022
Q1
$223K Buy
20,155
+7,209
+56% +$79.8K 0.01% 396
2021
Q4
$222K Buy
+12,946
New +$222K 0.01% 493
2021
Q3
Hold
0
1040