Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-66
Closed -$4.51K 227
2023
Q4
$4.51K Hold
66
﹤0.01% 569
2023
Q3
$3.76K Buy
+66
New +$3.76K ﹤0.01% 563
2023
Q1
Sell
-500
Closed -$31K 811
2022
Q4
$31K Hold
500
0.01% 292
2022
Q3
$25K Hold
500
﹤0.01% 307
2022
Q2
$28K Sell
500
-61
-11% -$3.42K 0.01% 294
2022
Q1
$39K Hold
561
0.01% 266
2021
Q4
$30K Hold
561
0.01% 310
2021
Q3
$27K Hold
561
0.01% 294
2021
Q2
$36K Hold
561
0.01% 260
2021
Q1
$35K Hold
561
0.01% 254
2020
Q4
$33K Hold
561
0.01% 240
2020
Q3
$26K Hold
561
0.01% 285
2020
Q2
$25K Buy
+561
New +$25K 0.01% 257