Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-909
Closed -$10.5K 287
2024
Q1
$10.5K Buy
909
+100
+12% +$1.16K ﹤0.01% 295
2023
Q4
$13.4K Buy
809
+50
+7% +$828 ﹤0.01% 283
2023
Q3
$17.2K Hold
759
﹤0.01% 273
2023
Q2
$24.3K Buy
759
+95
+14% +$3.04K 0.01% 283
2023
Q1
$19.8K Hold
664
﹤0.01% 297
2022
Q4
$31.3K Hold
664
0.01% 313
2022
Q3
$27K Hold
664
0.01% 282
2022
Q2
$33K Buy
664
+4
+0.6% +$199 0.01% 300
2022
Q1
$32K Hold
660
0.01% 315
2021
Q4
$42K Hold
660
0.01% 309
2021
Q3
$56K Buy
660
+150
+29% +$12.7K 0.02% 310
2021
Q2
$53K Hold
510
0.02% 308
2021
Q1
$31K Hold
510
0.01% 328
2020
Q4
$32K Buy
+510
New +$32K 0.01% 270