Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-155
Closed -$37.3K 205
2023
Q4
$37.3K Buy
+155
New +$37.3K 0.01% 235
2023
Q3
Sell
-144
Closed -$29K 188
2023
Q2
$29K Buy
+144
New +$29K 0.01% 247
2022
Q4
Sell
-111
Closed -$15K 172
2022
Q3
$15K Hold
111
0.01% 252
2022
Q2
$14K Hold
111
0.01% 256
2022
Q1
$17K Hold
111
0.01% 267
2021
Q4
$19K Hold
111
0.01% 244
2021
Q3
$17K Buy
+111
New +$17K 0.01% 248