Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-774
Closed -$35K 233
2023
Q4
$35K Hold
774
0.01% 159
2023
Q3
$38.1K Hold
774
0.02% 147
2023
Q2
$36.9K Hold
774
0.01% 334
2023
Q1
$30.6K Hold
774
﹤0.01% 301
2022
Q4
$31.8K Hold
774
0.01% 256
2022
Q3
$30K Hold
774
0.01% 232
2022
Q2
$26K Hold
774
0.01% 305
2022
Q1
$24K Sell
774
-56
-7% -$1.74K 0.01% 314
2021
Q4
$20K Buy
+830
New +$20K 0.01% 389