Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$455 | – | 691 |
|
|
2023
Q4 | $455 | Hold |
2
| – | – | ﹤0.01% | 669 |
|
|
2023
Q3 | $404 | Hold |
2
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $367 | Buy |
+2
| New | +$367 | ﹤0.01% | 911 |
|
|
2021
Q1 | – | Sell |
-116
| Closed | -$15K | – | 605 |
|
|
2020
Q4 | $15K | Buy |
+116
| New | +$15K | ﹤0.01% | 482 |
|