Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-40
Closed -$7K 694
2023
Q3
$7K Hold
40
﹤0.01% 515
2023
Q2
$8K Hold
40
﹤0.01% 509
2023
Q1
$9K Hold
40
0.01% 489
2022
Q4
$8K Hold
40
﹤0.01% 477
2022
Q3
$8K Hold
40
0.01% 466
2022
Q2
$8K Hold
40
0.01% 474
2022
Q1
$9K Sell
40
-40
-50% -$9K 0.01% 489
2021
Q4
$24K Buy
+80
New +$24K 0.01% 371