Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-27
Closed -$570 1318
2024
Q3
$570 Sell
27
-2
-7% -$42 ﹤0.01% 1179
2024
Q2
$667 Buy
+29
New +$667 ﹤0.01% 1130
2022
Q3
Sell
-20
Closed -$1K 905
2022
Q2
$1K Hold
20
﹤0.01% 870
2022
Q1
$1K Buy
+20
New +$1K ﹤0.01% 924
2021
Q3
Sell
-45
Closed -$2K 626
2021
Q2
$2K Buy
+45
New +$2K ﹤0.01% 884