Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-165
Closed -$17.9K 111
2023
Q4
$17.9K Hold
165
﹤0.01% 164
2023
Q3
$15.8K Sell
165
-165
-50% -$15.8K ﹤0.01% 165
2023
Q2
$36.4K Hold
330
﹤0.01% 158
2023
Q1
$39.8K Buy
+330
New +$39.8K ﹤0.01% 160
2022
Q2
Sell
-14,997
Closed -$2.02M 152
2022
Q1
$2.02M Buy
+14,997
New +$2.02M 0.17% 86