Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,000
Closed -$26K 969
2024
Q2
$26K Hold
1,000
﹤0.01% 859
2024
Q1
$22K Hold
1,000
﹤0.01% 868
2023
Q4
$23K Hold
1,000
﹤0.01% 878
2023
Q3
$20K Hold
1,000
﹤0.01% 1063
2023
Q2
$23K Hold
1,000
﹤0.01% 1055
2023
Q1
$20K Hold
1,000
﹤0.01% 1057
2022
Q4
$17K Buy
+1,000
New +$17K ﹤0.01% 1073