Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-437
Closed -$54.2K 193
2023
Q4
$54.2K Buy
+437
New +$54.2K 0.01% 193
2023
Q3
Sell
-417
Closed -$53.6K 174
2023
Q2
$53.6K Buy
+417
New +$53.6K 0.02% 185
2022
Q4
Sell
-460
Closed -$37K 161
2022
Q3
$37K Hold
460
0.01% 166
2022
Q2
$34K Sell
460
-136
-23% -$10.1K 0.01% 182
2022
Q1
$76K Buy
+596
New +$76K 0.02% 139