Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$348K Sell
3,951
-424
-10% -$37.4K ﹤0.01% 2177
2023
Q4
$323K Sell
4,375
-10
-0.2% -$739 ﹤0.01% 2194
2023
Q3
$249K Buy
+4,385
New +$249K ﹤0.01% 2267
2020
Q3
Sell
-65
Closed -$2K 1240
2020
Q2
$2K Buy
+65
New +$2K ﹤0.01% 3199