Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-910
Closed -$10.3K 1525
2024
Q1
$10.3K Buy
+910
New +$10.3K ﹤0.01% 1264
2023
Q4
Sell
-1,501
Closed -$22.4K 1531
2023
Q3
$22.4K Hold
1,501
﹤0.01% 1094
2023
Q2
$25.2K Hold
1,501
﹤0.01% 1068
2023
Q1
$29.3K Hold
1,501
﹤0.01% 1072
2022
Q4
$31.6K Hold
1,501
﹤0.01% 1051
2022
Q3
$32K Buy
1,501
+501
+50% +$10.7K ﹤0.01% 1064
2022
Q2
$28K Hold
1,000
﹤0.01% 1078
2022
Q1
$29K Buy
+1,000
New +$29K ﹤0.01% 1103