Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-500
Closed -$17K 347
2023
Q4
$17K Sell
500
-500
-50% -$17K ﹤0.01% 173
2023
Q3
$31.9K Hold
1,000
0.01% 135
2023
Q2
$28.8K Hold
1,000
0.01% 148
2023
Q1
$28K Hold
1,000
0.01% 154
2022
Q4
$28.7K Buy
+1,000
New +$28.7K 0.01% 151