Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-650
Closed -$50.8K 169
2023
Q4
$50.8K Hold
650
0.01% 234
2023
Q3
$50.1K Buy
+650
New +$50.1K 0.01% 220
2022
Q1
Sell
-94
Closed -$8K 755
2021
Q4
$8K Buy
+94
New +$8K ﹤0.01% 530
2021
Q1
Sell
-60
Closed -$4K 482
2020
Q4
$4K Hold
60
﹤0.01% 428
2020
Q3
$3K Hold
60
﹤0.01% 483
2020
Q2
$3K Buy
+60
New +$3K ﹤0.01% 457
2019
Q4
Sell
-120
Closed -$7K 499
2019
Q3
$7K Buy
+120
New +$7K ﹤0.01% 391