Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$29K Hold
961
﹤0.01% 308
2024
Q1
$35.8K Hold
961
﹤0.01% 276
2023
Q4
$47.2K Sell
961
-950
-50% -$46.7K ﹤0.01% 249
2023
Q3
$40.6K Hold
1,911
0.01% 249
2023
Q2
$29.3K Hold
1,911
﹤0.01% 310
2023
Q1
$21.5K Hold
1,911
﹤0.01% 312
2022
Q4
$18.5K Hold
1,911
﹤0.01% 312
2022
Q3
$35K Buy
+1,911
New +$35K 0.01% 249
2022
Q2
Sell
-1,911
Closed -$88K 468
2022
Q1
$88K Hold
1,911
0.01% 179
2021
Q4
$192K Sell
1,911
-3,089
-62% -$310K 0.02% 132
2021
Q3
$596K Buy
5,000
+3,091
+162% +$368K 0.07% 64
2021
Q2
$129K Buy
+1,909
New +$129K 0.02% 156