Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-92
Closed -$8K 403
2023
Q4
$8K Buy
92
+33
+56% +$2.87K ﹤0.01% 375
2023
Q3
$5K Buy
59
+30
+103% +$2.54K ﹤0.01% 393
2023
Q2
$2K Buy
29
+8
+38% +$552 ﹤0.01% 466
2023
Q1
$2K Sell
21
-1,124
-98% -$107K ﹤0.01% 424
2022
Q4
$78K Hold
1,145
0.02% 250
2022
Q3
$65K Sell
1,145
-355
-24% -$20.2K 0.02% 249
2022
Q2
$136K Buy
+1,500
New +$136K 0.03% 214