Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-421
Closed -$22.2K 742
2024
Q2
$22.2K Buy
421
+293
+229% +$15.4K ﹤0.01% 533
2024
Q1
$7.72K Buy
+128
New +$7.72K ﹤0.01% 662
2021
Q3
Sell
-33
Closed -$3K 403
2021
Q2
$3K Sell
33
-158
-83% -$14.4K ﹤0.01% 365
2021
Q1
$16K Hold
191
﹤0.01% 234
2020
Q4
$13K Hold
191
0.01% 228
2020
Q3
$9K Buy
+191
New +$9K ﹤0.01% 258