Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-247
Closed -$36K 178
2023
Q4
$36K Buy
+247
New +$36K 0.01% 241
2023
Q3
Sell
-244
Closed -$42.3K 161
2023
Q2
$42.3K Buy
+244
New +$42.3K 0.01% 209
2022
Q4
Sell
-239
Closed -$41K 152
2022
Q3
$41K Hold
239
0.01% 158
2022
Q2
$42K Buy
239
+2
+0.8% +$351 0.01% 162
2022
Q1
$48K Hold
237
0.01% 175
2021
Q4
$52K Buy
237
+3
+1% +$658 0.02% 162
2021
Q3
$45K Buy
+234
New +$45K 0.01% 168