Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-60
Closed -$190 1236
2024
Q2
$190 Hold
60
﹤0.01% 1218
2024
Q1
$454 Hold
60
﹤0.01% 1220
2023
Q4
$682 Sell
60
-80
-57% -$909 ﹤0.01% 546
2023
Q3
$1.25K Sell
140
-66
-32% -$589 ﹤0.01% 509
2023
Q2
$1.83K Hold
206
﹤0.01% 526
2023
Q1
$3.36K Hold
206
﹤0.01% 503
2022
Q4
$5.21K Hold
206
﹤0.01% 437
2022
Q3
$4K Hold
206
﹤0.01% 455
2022
Q2
$4K Sell
206
-25
-11% -$485 ﹤0.01% 463
2022
Q1
$8K Buy
231
+50
+28% +$1.73K 0.01% 357
2021
Q4
$5.56K Buy
+181
New +$5.56K 0.01% 398