Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-500
Closed -$7.96K 1287
2024
Q1
$7.96K Sell
500
-250
-33% -$3.98K ﹤0.01% 887
2023
Q4
$17.7K Buy
750
+150
+25% +$3.55K ﹤0.01% 728
2023
Q3
$11K Hold
600
﹤0.01% 803
2023
Q2
$23.7K Sell
600
-100
-14% -$3.95K ﹤0.01% 685
2023
Q1
$26.2K Sell
700
-100
-13% -$3.74K ﹤0.01% 658
2022
Q4
$29.7K Buy
800
+100
+14% +$3.71K ﹤0.01% 621
2022
Q3
$22K Buy
700
+100
+17% +$3.14K ﹤0.01% 652
2022
Q2
$21K Hold
600
﹤0.01% 684
2022
Q1
$24K Buy
600
+200
+50% +$8K ﹤0.01% 671
2021
Q4
$24K Hold
400
﹤0.01% 720
2021
Q3
$27K Hold
400
﹤0.01% 700
2021
Q2
$32K Sell
400
-50
-11% -$4K ﹤0.01% 669
2021
Q1
$38K Hold
450
﹤0.01% 562
2020
Q4
$40K Hold
450
﹤0.01% 525
2020
Q3
$25K Sell
450
-75
-14% -$4.17K ﹤0.01% 563
2020
Q2
$23K Hold
525
﹤0.01% 582
2020
Q1
$20K Buy
525
+300
+133% +$11.4K ﹤0.01% 575
2019
Q4
$7K Buy
225
+75
+50% +$2.33K ﹤0.01% 746
2019
Q3
$4K Buy
150
+50
+50% +$1.33K ﹤0.01% 792
2019
Q2
$4K Buy
+100
New +$4K ﹤0.01% 782