Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-29
Closed -$2K 828
2023
Q4
$2K Hold
29
﹤0.01% 669
2023
Q3
$2K Hold
29
﹤0.01% 681
2023
Q2
$2K Hold
29
﹤0.01% 570
2023
Q1
$2K Hold
29
﹤0.01% 562
2022
Q4
$2K Buy
+29
New +$2K ﹤0.01% 533
2022
Q1
Sell
-13
Closed -$2K 655
2021
Q4
$2K Hold
13
﹤0.01% 532
2021
Q3
$3K Hold
13
﹤0.01% 518
2021
Q2
$5K Hold
13
﹤0.01% 467
2021
Q1
$4K Hold
13
﹤0.01% 470
2020
Q4
$4K Sell
13
-5
-28% -$1.54K ﹤0.01% 443
2020
Q3
$8K Sell
18
-2
-10% -$889 ﹤0.01% 392
2020
Q2
$5K Buy
+20
New +$5K ﹤0.01% 437