Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-89
Closed -$21.4K 209
2023
Q4
$21.4K Hold
89
0.01% 181
2023
Q3
$19K Hold
89
0.01% 185
2023
Q2
$17.9K Hold
89
0.01% 192
2023
Q1
$15.2K Buy
+89
New +$15.2K 0.01% 202
2020
Q4
Sell
-175
Closed -$18K 240
2020
Q3
$18K Hold
175
0.01% 183
2020
Q2
$15K Hold
175
0.01% 206
2020
Q1
$14K Hold
175
0.01% 212
2019
Q4
$17K Hold
175
0.01% 229
2019
Q3
$14K Buy
+175
New +$14K 0.01% 226
2019
Q1
Sell
-90
Closed -$6K 276
2018
Q4
$6K Buy
+90
New +$6K 0.01% 223