Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-38,955
Closed -$70.7K 301
2024
Q2
$70.7K Buy
+38,955
New +$70.7K ﹤0.01% 285
2023
Q4
Sell
-735
Closed -$3.25K 38
2023
Q3
$3.25K Hold
735
﹤0.01% 34
2023
Q2
$4.49K Hold
735
﹤0.01% 35
2023
Q1
$4.63K Hold
735
﹤0.01% 30
2022
Q4
$5.29K Hold
735
0.01% 26
2022
Q3
$9K Hold
735
0.01% 26
2022
Q2
$10K Hold
735
0.01% 28
2022
Q1
$15K Hold
735
0.01% 32
2021
Q4
$27K Buy
+735
New +$27K 0.02% 32