Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-535
Closed -$81.5K 2208
2023
Q4
$81.5K Hold
535
﹤0.01% 743
2023
Q3
$78.2K Hold
535
﹤0.01% 735
2023
Q2
$56.8K Hold
535
﹤0.01% 818
2023
Q1
$51.3K Hold
535
﹤0.01% 830
2022
Q4
$46K Sell
535
-2,511
-82% -$216K ﹤0.01% 871
2022
Q3
$230K Buy
3,046
+49
+2% +$3.7K ﹤0.01% 573
2022
Q2
$265K Sell
2,997
-7
-0.2% -$619 ﹤0.01% 571
2022
Q1
$447K Hold
3,004
0.01% 495
2021
Q4
$348K Buy
+3,004
New +$348K ﹤0.01% 557