Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-129
Closed -$7.15K 2630
2023
Q4
$7.15K Sell
129
-6,740
-98% -$373K ﹤0.01% 2988
2023
Q3
$405K Buy
6,869
+541
+9% +$31.9K 0.01% 1003
2023
Q2
$412K Buy
6,328
+222
+4% +$14.4K 0.01% 1001
2023
Q1
$336K Buy
6,106
+1,253
+26% +$69K 0.01% 1082
2022
Q4
$256K Buy
4,853
+192
+4% +$10.1K 0.01% 1151
2022
Q3
$201K Buy
+4,661
New +$201K 0.01% 1208
2021
Q3
Sell
-129
Closed -$5K 2389
2021
Q2
$5K Buy
+129
New +$5K ﹤0.01% 3073
2021
Q1
Sell
-129
Closed -$4K 2313
2020
Q4
$4K Hold
129
﹤0.01% 2796
2020
Q3
$3K Buy
+129
New +$3K ﹤0.01% 2966