Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,724
Closed -$18K 1136
2024
Q2
$18K Sell
1,724
-26
-1% -$271 ﹤0.01% 1190
2024
Q1
$27K Hold
1,750
﹤0.01% 1221
2023
Q4
$27K Hold
1,750
﹤0.01% 1073
2023
Q3
$35K Hold
1,750
﹤0.01% 1035
2023
Q2
$25K Sell
1,750
-79
-4% -$1.13K ﹤0.01% 1049
2023
Q1
$27K Sell
1,829
-53
-3% -$782 ﹤0.01% 1055
2022
Q4
$21K Hold
1,882
﹤0.01% 1035
2022
Q3
$35K Hold
1,882
﹤0.01% 1023
2022
Q2
$40K Buy
+1,882
New +$40K ﹤0.01% 1040
2022
Q1
Sell
-1,947
Closed -$89K 1123
2021
Q4
$89K Buy
1,947
+710
+57% +$32.5K ﹤0.01% 1133
2021
Q3
$103K Buy
+1,237
New +$103K ﹤0.01% 1132