Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,854
Closed -$41.9K 343
2023
Q3
$41.9K Sell
1,854
-75
-4% -$1.7K ﹤0.01% 322
2023
Q2
$61.7K Sell
1,929
-36
-2% -$1.15K 0.01% 331
2023
Q1
$58.6K Buy
+1,965
New +$58.6K 0.01% 360
2020
Q4
Sell
-13
Closed -$1K 314
2020
Q3
$1K Buy
+13
New +$1K ﹤0.01% 758
2020
Q1
Sell
-13
Closed -$1.02K 281
2019
Q4
$1.02K Buy
+13
New +$1.02K ﹤0.01% 744