Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,000
Closed -$34.1K 993
2023
Q4
$34.1K Sell
5,000
-600
-11% -$4.09K ﹤0.01% 429
2023
Q3
$33.6K Hold
5,600
﹤0.01% 412
2023
Q2
$33.8K Sell
5,600
-3,308
-37% -$19.9K ﹤0.01% 411
2023
Q1
$64.4K Hold
8,908
0.01% 328
2022
Q4
$80.8K Hold
8,908
0.01% 299
2022
Q3
$67K Hold
8,908
0.01% 306
2022
Q2
$55K Hold
8,908
0.01% 303
2022
Q1
$68K Buy
+8,908
New +$68K 0.01% 295
2021
Q4
Sell
-3,308
Closed -$27K 53
2021
Q3
$27K Buy
+3,308
New +$27K ﹤0.01% 374