Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-194
Closed -$27.7K 156
2023
Q4
$27.7K Buy
+194
New +$27.7K 0.01% 262
2023
Q3
Sell
-194
Closed -$30.9K 141
2023
Q2
$30.9K Buy
+194
New +$30.9K 0.01% 239
2022
Q4
Sell
-194
Closed -$25K 131
2022
Q3
$25K Hold
194
0.01% 205
2022
Q2
$27K Hold
194
0.01% 203
2022
Q1
$27K Sell
194
-21
-10% -$2.92K 0.01% 230
2021
Q4
$37K Hold
215
0.01% 191
2021
Q3
$36K Buy
+215
New +$36K 0.01% 185