Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,000
Closed -$35.6K 752
2024
Q1
$35.6K Sell
2,000
-1,000
-33% -$17.8K ﹤0.01% 840
2023
Q4
$52.2K Buy
3,000
+1,500
+100% +$26.1K ﹤0.01% 855
2023
Q3
$27.6K Sell
1,500
-350
-19% -$6.44K ﹤0.01% 841
2023
Q2
$44K Hold
1,850
﹤0.01% 907
2023
Q1
$55.5K Hold
1,850
﹤0.01% 971
2022
Q4
$44.8K Buy
1,850
+1,350
+270% +$32.7K ﹤0.01% 1007
2022
Q3
$11K Buy
+500
New +$11K ﹤0.01% 980
2020
Q1
Sell
-475
Closed -$204K 593
2019
Q4
$204K Buy
+475
New +$204K ﹤0.01% 570