Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$662 Hold
73
﹤0.01% 1187
2023
Q3
$660 Sell
73
-10
-12% -$90 ﹤0.01% 922
2023
Q2
$804 Buy
83
+10
+14% +$97 ﹤0.01% 952
2023
Q1
$767 Buy
+73
New +$767 ﹤0.01% 951
2021
Q1
Sell
-400
Closed -$19K 792
2020
Q4
$19K Buy
+400
New +$19K ﹤0.01% 348
2020
Q2
Sell
-700
Closed -$2K 715
2020
Q1
$2K Buy
+700
New +$2K ﹤0.01% 504