Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-90
Closed -$8K 773
2024
Q2
$8K Hold
90
﹤0.01% 564
2024
Q1
$9K Hold
90
﹤0.01% 553
2023
Q4
$8K Hold
90
﹤0.01% 552
2023
Q3
$7K Hold
90
﹤0.01% 558
2023
Q2
$6K Hold
90
﹤0.01% 471
2023
Q1
$8K Sell
90
-60
-40% -$5.33K ﹤0.01% 440
2022
Q4
$10K Sell
150
-20
-12% -$1.33K 0.01% 376
2022
Q3
$10K Buy
+170
New +$10K 0.01% 414