Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-141
Closed -$962 2027
2023
Q4
$962 Hold
141
﹤0.01% 1898
2023
Q3
$846 Buy
141
+9
+7% +$54 ﹤0.01% 1834
2023
Q2
$796 Buy
+132
New +$796 ﹤0.01% 1937
2023
Q1
Sell
-151
Closed -$1.37K 2391
2022
Q4
$1.37K Buy
+151
New +$1.37K ﹤0.01% 1757
2019
Q4
Sell
-2,000
Closed -$13K 1824
2019
Q3
$13K Hold
2,000
﹤0.01% 1294
2019
Q2
$12K Hold
2,000
﹤0.01% 1167
2019
Q1
$13K Hold
2,000
﹤0.01% 1099
2018
Q4
$12K Buy
+2,000
New +$12K ﹤0.01% 1032