Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-763
Closed -$7.86K 1975
2024
Q2
$7.86K Hold
763
﹤0.01% 1961
2024
Q1
$12K Buy
763
+158
+26% +$2.49K ﹤0.01% 1930
2023
Q4
$9K Hold
605
﹤0.01% 1999
2023
Q3
$12K Buy
+605
New +$12K ﹤0.01% 1938
2022
Q3
Sell
-316
Closed -$7K 1845
2022
Q2
$7K Hold
316
﹤0.01% 1815
2022
Q1
$10K Sell
316
-13
-4% -$411 ﹤0.01% 1864
2021
Q4
$15K Buy
+329
New +$15K ﹤0.01% 1787