Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-250
Closed -$1.28K 2179
2024
Q3
$1.28K Hold
250
﹤0.01% 2040
2024
Q2
$578 Hold
250
﹤0.01% 2067
2024
Q1
$945 Sell
250
-300
-55% -$1.13K ﹤0.01% 1798
2023
Q4
$4.6K Hold
550
﹤0.01% 1421
2023
Q3
$4.49K Sell
550
-500
-48% -$4.09K ﹤0.01% 1438
2023
Q2
$13.3K Hold
1,050
﹤0.01% 1217
2023
Q1
$21.9K Hold
1,050
﹤0.01% 1069
2022
Q4
$24K Sell
1,050
-409
-28% -$9.35K ﹤0.01% 1063
2022
Q3
$26K Buy
1,459
+409
+39% +$7.29K ﹤0.01% 1029
2022
Q2
$40K Hold
1,050
﹤0.01% 977
2022
Q1
$50K Buy
+1,050
New +$50K ﹤0.01% 972