Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,105
Closed -$11K 163
2024
Q2
$11K Hold
1,105
0.01% 156
2024
Q1
$15K Hold
1,105
0.01% 152
2023
Q4
$17K Buy
1,105
+579
+110% +$8.91K 0.01% 155
2023
Q3
$8K Hold
526
0.01% 140
2023
Q2
$8K Buy
526
+131
+33% +$1.99K 0.01% 140
2023
Q1
$6K Hold
395
﹤0.01% 153
2022
Q4
$4K Buy
395
+132
+50% +$1.34K ﹤0.01% 152
2022
Q3
$5K Hold
263
﹤0.01% 148
2022
Q2
$6K Hold
263
﹤0.01% 154
2022
Q1
$8K Hold
263
﹤0.01% 152
2021
Q4
$12K Buy
+263
New +$12K 0.01% 148