Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-105
Closed -$1.17K 986
2024
Q2
$1.17K Hold
105
﹤0.01% 888
2024
Q1
$1.28K Buy
+105
New +$1.28K ﹤0.01% 872
2023
Q4
Sell
-100
Closed -$1.34K 690
2023
Q3
$1.34K Buy
100
+22
+28% +$295 ﹤0.01% 343
2023
Q2
$1.05K Buy
78
+35
+81% +$470 ﹤0.01% 574
2023
Q1
$679 Buy
43
+26
+153% +$411 ﹤0.01% 777
2022
Q4
$288 Buy
+17
New +$288 ﹤0.01% 985
2020
Q4
Sell
-482
Closed -$5K 643
2020
Q3
$5K Buy
+482
New +$5K ﹤0.01% 374