Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-350
Closed -$102K 1005
2023
Q4
$102K Buy
350
+45
+15% +$13.1K 0.01% 467
2023
Q3
$81K Buy
305
+95
+45% +$25.2K 0.01% 489
2023
Q2
$69K Buy
210
+130
+163% +$42.7K 0.01% 547
2023
Q1
$19K Buy
80
+10
+14% +$2.38K ﹤0.01% 846
2022
Q4
$19K Buy
70
+20
+40% +$5.43K ﹤0.01% 766
2022
Q3
$12K Hold
50
﹤0.01% 891
2022
Q2
$11K Sell
50
-50
-50% -$11K ﹤0.01% 805
2022
Q1
$33K Sell
100
-50
-33% -$16.5K ﹤0.01% 606
2021
Q4
$80K Buy
150
+50
+50% +$26.7K 0.01% 441
2021
Q3
$67K Buy
+100
New +$67K 0.01% 439