Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12
Closed -$989 2213
2023
Q4
$989 Buy
12
+1
+9% +$82 ﹤0.01% 1886
2023
Q3
$704 Hold
11
﹤0.01% 1894
2023
Q2
$761 Buy
11
+2
+22% +$138 ﹤0.01% 1954
2023
Q1
$521 Buy
9
+2
+29% +$116 ﹤0.01% 2064
2022
Q4
$349 Buy
+7
New +$349 ﹤0.01% 2098