Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-300
Closed -$42.7K 130
2023
Q4
$42.7K Hold
300
0.02% 106
2023
Q3
$33.2K Hold
300
0.01% 110
2023
Q2
$39.6K Hold
300
0.01% 115
2023
Q1
$49.7K Hold
300
0.02% 113
2022
Q4
$44.7K Hold
300
0.02% 113
2022
Q3
$45K Hold
300
0.02% 109
2022
Q2
$42K Sell
300
-145
-33% -$20.3K 0.02% 112
2022
Q1
$94K Sell
445
-5
-1% -$1.06K 0.03% 101
2021
Q4
$104K Hold
450
0.03% 99
2021
Q3
$103K Hold
450
0.04% 90
2021
Q2
$109K Hold
450
0.04% 93
2021
Q1
$89K Buy
450
+25
+6% +$4.94K 0.04% 98
2020
Q4
$75K Buy
425
+175
+70% +$30.9K 0.03% 108
2020
Q3
$39K Buy
+250
New +$39K 0.02% 123