Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,167
Closed -$15.3K 1370
2024
Q1
$15.3K Hold
5,167
﹤0.01% 1288
2023
Q4
$20.8K Buy
5,167
+2,834
+121% +$11.4K ﹤0.01% 1198
2023
Q3
$6.22K Hold
2,333
﹤0.01% 1165
2023
Q2
$8.77K Hold
2,333
﹤0.01% 1079
2023
Q1
$11.5K Buy
+2,333
New +$11.5K ﹤0.01% 1042
2022
Q4
Sell
-2,333
Closed -$19K 932
2022
Q3
$19K Hold
2,333
﹤0.01% 885
2022
Q2
$17K Buy
2,333
+666
+40% +$4.85K ﹤0.01% 900
2022
Q1
$21K Buy
+1,667
New +$21K ﹤0.01% 966
2021
Q3
Sell
-1,667
Closed -$29K 939
2021
Q2
$29K Buy
+1,667
New +$29K ﹤0.01% 879
2021
Q1
Sell
-2,000
Closed -$68K 820
2020
Q4
$68K Hold
2,000
0.01% 723
2020
Q3
$30K Buy
+2,000
New +$30K ﹤0.01% 676