Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13
Closed -$960 2018
2023
Q4
$960 Buy
13
+2
+18% +$148 ﹤0.01% 1900
2023
Q3
$626 Sell
11
-4
-27% -$228 ﹤0.01% 1928
2023
Q2
$948 Buy
15
+1
+7% +$63 ﹤0.01% 1896
2023
Q1
$870 Hold
14
﹤0.01% 1918
2022
Q4
$678 Buy
+14
New +$678 ﹤0.01% 1953