Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-40
Closed -$17.5K 127
2023
Q4
$17.5K Sell
40
-110
-73% -$48.2K 0.11% 99
2023
Q3
$59.8K Buy
150
+30
+25% +$12K 0.42% 36
2023
Q2
$41.1K Hold
120
0.29% 61
2023
Q1
$32.7K Sell
120
-84
-41% -$22.9K 0.23% 74
2022
Q4
$42.8K Buy
+204
New +$42.8K 0.31% 59
2014
Q3
Sell
-2,104
Closed -$92K 1785
2014
Q2
$92K Buy
+2,104
New +$92K ﹤0.01% 1453