Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4
Closed -$423 1007
2024
Q2
$423 Buy
+4
New +$423 ﹤0.01% 767
2023
Q4
Sell
-14
Closed -$1.07K 977
2023
Q3
$1.07K Hold
14
﹤0.01% 937
2023
Q2
$1.19K Hold
14
﹤0.01% 931
2023
Q1
$1.25K Hold
14
﹤0.01% 869
2022
Q4
$988 Buy
+14
New +$988 ﹤0.01% 1064
2022
Q3
Sell
-216
Closed -$12K 884
2022
Q2
$12K Buy
216
+151
+232% +$8.39K ﹤0.01% 654
2022
Q1
$5K Buy
65
+18
+38% +$1.39K ﹤0.01% 918
2021
Q4
$5K Buy
47
+33
+236% +$3.51K ﹤0.01% 958
2021
Q3
$1K Hold
14
﹤0.01% 858
2021
Q2
$2K Sell
14
-6
-30% -$857 ﹤0.01% 910
2021
Q1
$2K Buy
+20
New +$2K ﹤0.01% 846