Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20
Closed -$1K 723
2023
Q4
$1K Buy
+20
New +$1K ﹤0.01% 435
2023
Q3
Sell
-1
Closed 856
2023
Q2
$0 Buy
+1
New ﹤0.01% 933
2023
Q1
Sell
-3,601
Closed -$148K 1093
2022
Q4
$148K Buy
3,601
+1
+0% +$41 0.01% 346
2022
Q3
$140K Hold
3,600
0.01% 317
2022
Q2
$122K Buy
3,600
+1,500
+71% +$50.8K 0.02% 244
2022
Q1
$66K Buy
+2,100
New +$66K 0.01% 370