Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-229
Closed -$45.3K 150
2024
Q2
$45.3K Sell
229
-671
-75% -$133K 0.02% 97
2024
Q1
$158K Sell
900
-312
-26% -$54.8K 0.09% 78
2023
Q4
$301K Buy
+1,212
New +$301K 0.19% 65
2022
Q4
Sell
-57
Closed -$15K 154
2022
Q3
$15K Buy
+57
New +$15K 0.01% 105
2020
Q3
Sell
-750
Closed -$54K 122
2020
Q2
$54K Hold
750
0.05% 74
2020
Q1
$26K Sell
750
-750
-50% -$26K 0.03% 88
2019
Q4
$42K Buy
+1,500
New +$42K 0.04% 93