Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-80
Closed -$23.3K 295
2023
Q4
$23.3K Buy
+80
New +$23.3K ﹤0.01% 180
2023
Q3
Sell
-117
Closed -$40.4K 279
2023
Q2
$40.4K Buy
+117
New +$40.4K ﹤0.01% 176
2022
Q2
Sell
-20
Closed -$7K 446
2022
Q1
$7K Buy
+20
New +$7K ﹤0.01% 460
2021
Q4
Sell
-27
Closed -$8K 486
2021
Q3
$8K Sell
27
-2
-7% -$593 ﹤0.01% 458
2021
Q2
$7K Buy
+29
New +$7K ﹤0.01% 537
2019
Q3
Sell
-7
Closed -$1K 414
2019
Q2
$1K Buy
+7
New +$1K ﹤0.01% 320
2019
Q1
Sell
-173
Closed -$25K 298
2018
Q4
$25K Buy
+173
New +$25K ﹤0.01% 158
2018
Q2
Sell
-118
Closed -$17K 209
2018
Q1
$17K Sell
118
-20
-14% -$2.88K ﹤0.01% 148
2017
Q4
$18K Buy
+138
New +$18K ﹤0.01% 131