Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-75
Closed -$4.78K 2311
2024
Q1
$4.78K Sell
75
-622
-89% -$39.6K ﹤0.01% 1938
2023
Q4
$37.2K Hold
697
﹤0.01% 1302
2023
Q3
$41.1K Hold
697
﹤0.01% 1233
2023
Q2
$45.3K Buy
697
+366
+111% +$23.8K ﹤0.01% 1236
2023
Q1
$18.2K Buy
+331
New +$18.2K ﹤0.01% 1660
2022
Q3
Sell
-7,271
Closed -$352K 2404
2022
Q2
$352K Buy
+7,271
New +$352K 0.01% 582
2022
Q1
Sell
-7,271
Closed -$346K 2708
2021
Q4
$346K Buy
+7,271
New +$346K 0.01% 844
2021
Q2
Sell
-22,568
Closed -$775K 2786
2021
Q1
$775K Buy
+22,568
New +$775K 0.02% 526