Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-750
Closed -$8.7K 630
2024
Q1
$8.7K Hold
750
﹤0.01% 621
2023
Q4
$12.4K Hold
750
﹤0.01% 616
2023
Q3
$17K Hold
750
﹤0.01% 609
2023
Q2
$24K Sell
750
-15
-2% -$480 ﹤0.01% 610
2023
Q1
$22.8K Hold
765
﹤0.01% 610
2022
Q4
$36K Hold
765
﹤0.01% 591
2022
Q3
$31K Hold
765
﹤0.01% 527
2022
Q2
$29K Hold
765
﹤0.01% 520
2022
Q1
$37K Hold
765
﹤0.01% 514
2021
Q4
$48K Buy
765
+229
+43% +$14.4K 0.01% 468
2021
Q3
$55K Buy
+536
New +$55K 0.01% 432