Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4
Closed -$325 378
2023
Q4
$325 Sell
4
-220
-98% -$17.9K ﹤0.01% 831
2023
Q3
$14.5K Hold
224
﹤0.01% 353
2023
Q2
$19K Hold
224
﹤0.01% 313
2023
Q1
$24.9K Sell
224
-2
-0.9% -$223 ﹤0.01% 283
2022
Q4
$27.1K Hold
226
﹤0.01% 306
2022
Q3
$22K Buy
226
+124
+122% +$12.1K ﹤0.01% 321
2022
Q2
$7K Sell
102
-15
-13% -$1.03K ﹤0.01% 501
2022
Q1
$14K Buy
117
+97
+485% +$11.6K ﹤0.01% 387
2021
Q4
$5K Sell
20
-4
-17% -$1K ﹤0.01% 594
2021
Q3
$5K Hold
24
﹤0.01% 486
2021
Q2
$5K Buy
+24
New +$5K ﹤0.01% 457
2020
Q4
Sell
-450
Closed -$55K 496
2020
Q3
$55K Buy
+450
New +$55K 0.02% 223