Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-482
Closed -$167K 101
2024
Q1
$167K Hold
482
﹤0.01% 104
2023
Q4
$175K Hold
482
﹤0.01% 103
2023
Q3
$143K Hold
482
﹤0.01% 104
2023
Q2
$159K Hold
482
﹤0.01% 104
2023
Q1
$160K Buy
482
+59
+14% +$19.6K ﹤0.01% 108
2022
Q4
$102K Buy
423
+15
+4% +$3.62K ﹤0.01% 111
2022
Q3
$90K Buy
408
+10
+3% +$2.21K ﹤0.01% 116
2022
Q2
$95K Buy
398
+77
+24% +$18.4K ﹤0.01% 112
2022
Q1
$102K Buy
321
+42
+15% +$13.3K ﹤0.01% 114
2021
Q4
$112K Buy
279
+63
+29% +$25.3K ﹤0.01% 113
2021
Q3
$74K Buy
216
+69
+47% +$23.6K ﹤0.01% 116
2021
Q2
$51K Buy
+147
New +$51K ﹤0.01% 116