Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-250
Closed -$26K 355
2023
Q4
$26K Hold
250
0.01% 308
2023
Q3
$22K Hold
250
﹤0.01% 327
2023
Q2
$25K Hold
250
0.01% 326
2023
Q1
$19K Hold
250
﹤0.01% 377
2022
Q4
$19K Hold
250
﹤0.01% 377
2022
Q3
$17K Hold
250
﹤0.01% 394
2022
Q2
$20K Hold
250
﹤0.01% 392
2022
Q1
$26K Hold
250
﹤0.01% 359
2021
Q4
$30K Hold
250
0.01% 340
2021
Q3
$28K Hold
250
0.01% 343
2021
Q2
$30K Sell
250
-27
-10% -$3.24K 0.01% 350
2021
Q1
$33K Hold
277
0.01% 339
2020
Q4
$30K Buy
+277
New +$30K 0.01% 341