Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-245
Closed -$27K 146
2023
Q4
$27K Sell
245
-275
-53% -$30.3K 0.03% 84
2023
Q3
$49.7K Hold
520
0.05% 64
2023
Q2
$57.4K Hold
520
0.05% 64
2023
Q1
$61.8K Hold
520
0.07% 64
2022
Q4
$57K Hold
520
0.06% 74
2022
Q3
$43K Hold
520
0.05% 78
2022
Q2
$53K Sell
520
-280
-35% -$28.5K 0.06% 75
2022
Q1
$108K Hold
800
0.11% 52
2021
Q4
$133K Sell
800
-30
-4% -$4.99K 0.13% 56
2021
Q3
$121K Hold
830
0.13% 55
2021
Q2
$128K Buy
830
+30
+4% +$4.63K 0.14% 54
2021
Q1
$106K Buy
+800
New +$106K 0.13% 58