Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8
Closed -$550 1479
2024
Q1
$550 Buy
+8
New +$550 ﹤0.01% 1330
2022
Q2
Sell
-10
Closed -$1K 1195
2022
Q1
$1K Hold
10
﹤0.01% 847
2021
Q4
$2K Hold
10
﹤0.01% 751
2021
Q3
$2K Hold
10
﹤0.01% 750
2021
Q2
$2K Hold
10
﹤0.01% 713
2021
Q1
$2K Hold
10
﹤0.01% 671
2020
Q4
$1K Sell
10
-149
-94% -$14.9K ﹤0.01% 673
2020
Q3
$20K Buy
+159
New +$20K 0.01% 348