Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-46,600
Closed -$122K 943
2024
Q1
$122K Hold
46,600
﹤0.01% 836
2023
Q4
$110K Sell
46,600
-14,000
-23% -$32.9K ﹤0.01% 753
2023
Q3
$133K Sell
60,600
-50
-0.1% -$110 ﹤0.01% 709
2023
Q2
$136K Sell
60,650
-1,200
-2% -$2.69K ﹤0.01% 710
2023
Q1
$121K Sell
61,850
-2,000
-3% -$3.9K ﹤0.01% 600
2022
Q4
$112K Buy
+63,850
New +$112K ﹤0.01% 648