Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-275
Closed -$63.6K 181
2023
Q4
$63.6K Buy
+275
New +$63.6K 0.02% 180
2023
Q3
Sell
-310
Closed -$66K 164
2023
Q2
$66K Buy
+310
New +$66K 0.02% 164
2022
Q4
Sell
-282
Closed -$65K 154
2022
Q3
$65K Hold
282
0.02% 129
2022
Q2
$63K Hold
282
0.02% 138
2022
Q1
$73K Hold
282
0.02% 146
2021
Q4
$82K Hold
282
0.02% 130
2021
Q3
$76K Buy
+282
New +$76K 0.02% 127