Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-700
Closed -$78.8K 337
2023
Q4
$78.8K Hold
700
0.05% 164
2023
Q3
$66.8K Sell
700
-100
-13% -$9.55K 0.05% 172
2023
Q2
$81.6K Hold
800
0.06% 164
2023
Q1
$81.3K Hold
800
0.05% 167
2022
Q4
$72.5K Buy
+800
New +$72.5K 0.04% 186