Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,000
Closed -$3.42K 842
2023
Q4
$3.42K Sell
1,000
-132
-12% -$451 ﹤0.01% 673
2023
Q3
$4.23K Buy
1,132
+132
+13% +$494 ﹤0.01% 613
2023
Q2
$4.16K Hold
1,000
﹤0.01% 604
2023
Q1
$4.91K Hold
1,000
﹤0.01% 535
2022
Q4
$4.64K Hold
1,000
﹤0.01% 523
2022
Q3
$4K Sell
1,000
-13
-1% -$52 ﹤0.01% 559
2022
Q2
$5K Hold
1,013
﹤0.01% 571
2022
Q1
$6K Hold
1,013
﹤0.01% 538
2021
Q4
$6K Hold
1,013
﹤0.01% 570
2021
Q3
$6K Buy
+1,013
New +$6K ﹤0.01% 559