Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-648
Closed -$35K 1918
2024
Q1
$35K Hold
648
﹤0.01% 1724
2023
Q4
$35K Hold
648
﹤0.01% 1745
2023
Q3
$50K Sell
648
-940
-59% -$72.5K ﹤0.01% 1456
2023
Q2
$134K Hold
1,588
﹤0.01% 1081
2023
Q1
$108K Hold
1,588
﹤0.01% 1177
2022
Q4
$95K Buy
1,588
+226
+17% +$13.5K ﹤0.01% 1228
2022
Q3
$88K Hold
1,362
﹤0.01% 1240
2022
Q2
$63K Buy
+1,362
New +$63K ﹤0.01% 1376