Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-87
Closed -$8.78K 623
2023
Q4
$8.78K Hold
87
﹤0.01% 455
2023
Q3
$7.4K Buy
87
+44
+102% +$3.74K ﹤0.01% 455
2023
Q2
$3.6K Buy
+43
New +$3.6K ﹤0.01% 555
2023
Q1
Sell
-12
Closed -$792 919
2022
Q4
$792 Hold
12
﹤0.01% 783
2022
Q3
$1K Hold
12
﹤0.01% 774
2022
Q2
$1K Buy
+12
New +$1K ﹤0.01% 808
2018
Q3
Sell
-230
Closed -$9K 638
2018
Q2
$9K Hold
230
﹤0.01% 509
2018
Q1
$10K Buy
+230
New +$10K ﹤0.01% 472