Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3
Closed -$123 994
2024
Q3
$123 Hold
3
﹤0.01% 981
2024
Q2
$91 Hold
3
﹤0.01% 1006
2024
Q1
$112 Hold
3
﹤0.01% 970
2023
Q4
$148 Sell
3
-2
-40% -$99 ﹤0.01% 894
2023
Q3
$107 Hold
5
﹤0.01% 902
2023
Q2
$77 Buy
+5
New +$77 ﹤0.01% 853
2022
Q3
Sell
-50
Closed -$1K 807
2022
Q2
$1K Hold
50
﹤0.01% 662
2022
Q1
$2K Buy
+50
New +$2K ﹤0.01% 627
2021
Q4
Sell
-50
Closed -$6K 59
2021
Q3
$6K Sell
50
-50
-50% -$6K ﹤0.01% 502
2021
Q2
$7K Hold
100
﹤0.01% 465
2021
Q1
$7K Buy
+100
New +$7K ﹤0.01% 441