Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-585
Closed -$48.3K 291
2023
Q4
$48.3K Buy
+585
New +$48.3K ﹤0.01% 110
2023
Q1
Sell
-1,435
Closed -$103K 357
2022
Q4
$103K Buy
+1,435
New +$103K ﹤0.01% 150
2022
Q2
Sell
-96
Closed -$6K 439
2022
Q1
$6K Buy
+96
New +$6K ﹤0.01% 464
2021
Q3
Sell
-125
Closed -$7K 498
2021
Q2
$7K Buy
+125
New +$7K ﹤0.01% 536
2018
Q4
Sell
-529
Closed -$25K 245
2018
Q3
$25K Buy
+529
New +$25K ﹤0.01% 135
2018
Q2
Sell
-379
Closed -$17K 208
2018
Q1
$17K Buy
+379
New +$17K ﹤0.01% 147