Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-340
Closed -$1.41K 243
2024
Q2
$1.41K Hold
340
﹤0.01% 185
2024
Q1
$1.53K Hold
340
﹤0.01% 182
2023
Q4
$3.08K Hold
340
﹤0.01% 158
2023
Q3
$3.07K Hold
340
﹤0.01% 172
2023
Q2
$3.3K Sell
340
-140
-29% -$1.36K ﹤0.01% 188
2023
Q1
$5.05K Hold
480
﹤0.01% 132
2022
Q4
$4.68K Hold
480
﹤0.01% 121
2022
Q3
$8K Hold
480
﹤0.01% 94
2022
Q2
$10K Sell
480
-50
-9% -$1.04K 0.01% 91
2022
Q1
$11K Hold
530
0.01% 95
2021
Q4
$17K Sell
530
-175
-25% -$5.61K 0.01% 69
2021
Q3
$25K Buy
+705
New +$25K 0.02% 57