Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-90
Closed -$305 6720
2024
Q1
$305 Buy
90
+2
+2% +$7 ﹤0.01% 6004
2023
Q4
$374 Sell
88
-1,406
-94% -$5.98K ﹤0.01% 6001
2023
Q3
$3.2K Buy
1,494
+1,422
+1,975% +$3.04K ﹤0.01% 5648
2023
Q2
$159 Buy
72
+4
+6% +$9 ﹤0.01% 6453
2023
Q1
$199 Buy
68
+1
+1% +$3 ﹤0.01% 6450
2022
Q4
$149 Buy
67
+2
+3% +$4 ﹤0.01% 6377
2022
Q3
$0 Hold
65
﹤0.01% 6655
2022
Q2
$0 Buy
65
+6
+10% ﹤0.01% 6818
2022
Q1
$0 Hold
59
﹤0.01% 6935
2021
Q4
$0 Hold
59
﹤0.01% 6925
2021
Q3
$0 Sell
59
-2
-3% ﹤0.01% 6868
2021
Q2
$1K Sell
61
-1
-2% -$16 ﹤0.01% 6334
2021
Q1
$1K Buy
62
+11
+22% +$177 ﹤0.01% 6356
2020
Q4
$0 Buy
51
+3
+6% ﹤0.01% 6352
2020
Q3
$0 Buy
48
+22
+85% ﹤0.01% 6189
2020
Q2
$0 Hold
26
﹤0.01% 6118
2020
Q1
$0 Buy
+26
New ﹤0.01% 6081
2017
Q4
Sell
-500
Closed -$5K 5911
2017
Q3
$5K Hold
500
﹤0.01% 5636
2017
Q2
$5K Hold
500
﹤0.01% 5552
2017
Q1
$6K Buy
+500
New +$6K ﹤0.01% 5571