Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-37
Closed -$8K 2289
2024
Q3
$8K Sell
37
-21
-36% -$4.54K ﹤0.01% 2062
2024
Q2
$26K Buy
+58
New +$26K ﹤0.01% 1731
2023
Q1
Hold
0
-$3K 2369
2022
Q4
Hold
0
2110
2022
Q3
Sell
-1
Closed -$18K 2672
2022
Q2
$18K Buy
+1
New +$18K ﹤0.01% 2538
2022
Q1
Hold
0
-$12K 2885
2021
Q4
Hold
0
2713
2020
Q3
Hold
0
-$25K 1838
2020
Q2
Hold
0
1261