Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9
Closed -$825 673
2023
Q4
$825 Hold
9
﹤0.01% 806
2023
Q3
$636 Hold
9
﹤0.01% 794
2023
Q2
$576 Hold
9
﹤0.01% 743
2023
Q1
$593 Hold
9
﹤0.01% 754
2022
Q4
$366 Sell
9
-15
-63% -$610 ﹤0.01% 845
2022
Q3
$1K Sell
24
-2
-8% -$83 ﹤0.01% 782
2022
Q2
$2K Buy
+26
New +$2K ﹤0.01% 727
2022
Q1
Sell
-1
Closed 930
2021
Q4
$0 Sell
1
-2
-67% ﹤0.01% 945
2021
Q3
$1K Sell
3
-3
-50% -$1K ﹤0.01% 682
2021
Q2
$3K Buy
+6
New +$3K ﹤0.01% 524
2020
Q4
Sell
-380
Closed -$72K 535
2020
Q3
$72K Buy
+380
New +$72K 0.02% 182