Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,000
Closed -$55.4K 955
2023
Q4
$55.4K Hold
1,000
0.03% 321
2023
Q3
$58.9K Hold
1,000
0.03% 306
2023
Q2
$65.1K Hold
1,000
0.03% 300
2023
Q1
$55.1K Hold
1,000
0.04% 238
2022
Q4
$52.8K Buy
+1,000
New +$52.8K 0.05% 174