Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-807
Closed -$25.4K 683
2023
Q4
$25.4K Hold
807
0.01% 353
2023
Q3
$12.2K Sell
807
-892
-53% -$13.5K 0.01% 422
2023
Q2
$26.2K Hold
1,699
0.01% 332
2023
Q1
$15.8K Hold
1,699
0.01% 389
2022
Q4
$31.2K Hold
1,699
0.02% 310
2022
Q3
$15.9K Hold
1,699
0.01% 378
2022
Q2
$10.2K Hold
1,699
0.01% 440
2022
Q1
$10.2K Hold
1,699
﹤0.01% 459
2021
Q4
$20.8K Buy
1,699
+892
+111% +$10.9K 0.01% 353
2021
Q3
$13.3K Buy
+807
New +$13.3K 0.01% 408