Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-564
Closed -$143K 115
2024
Q1
$143K Hold
564
﹤0.01% 111
2023
Q4
$130K Buy
564
+131
+30% +$30.3K ﹤0.01% 112
2023
Q3
$85.2K Hold
433
﹤0.01% 116
2023
Q2
$97.3K Hold
433
﹤0.01% 113
2023
Q1
$86.1K Buy
433
+56
+15% +$11.1K ﹤0.01% 119
2022
Q4
$77.2K Buy
377
+14
+4% +$2.87K ﹤0.01% 114
2022
Q3
$66K Buy
363
+99
+38% +$18K ﹤0.01% 121
2022
Q2
$57K Buy
264
+52
+25% +$11.2K ﹤0.01% 122
2022
Q1
$49K Buy
212
+28
+15% +$6.47K ﹤0.01% 126
2021
Q4
$52K Buy
184
+43
+30% +$12.2K ﹤0.01% 130
2021
Q3
$34K Buy
141
+49
+53% +$11.8K ﹤0.01% 132
2021
Q2
$22K Buy
+92
New +$22K ﹤0.01% 132