Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-75
Closed -$44.7K 96
2023
Q4
$44.7K Buy
+75
New +$44.7K 0.01% 213
2023
Q3
Sell
-75
Closed -$36.7K 85
2023
Q2
$36.7K Buy
+75
New +$36.7K 0.01% 225
2022
Q4
Sell
-24
Closed -$7K 80
2022
Q3
$7K Hold
24
﹤0.01% 308
2022
Q2
$9K Hold
24
﹤0.01% 281
2022
Q1
$11K Sell
24
-1
-4% -$458 ﹤0.01% 305
2021
Q4
$14K Hold
25
﹤0.01% 267
2021
Q3
$14K Buy
+25
New +$14K ﹤0.01% 262