Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,088
Closed -$35.2K 216
2023
Q4
$35.2K Buy
+1,088
New +$35.2K 0.01% 243
2023
Q3
Sell
-1,088
Closed -$32.1K 200
2023
Q2
$32.1K Buy
+1,088
New +$32.1K 0.01% 233
2022
Q4
Sell
-1,088
Closed -$25K 181
2022
Q3
$25K Hold
1,088
0.01% 208
2022
Q2
$27K Hold
1,088
0.01% 205
2022
Q1
$32K Buy
+1,088
New +$32K 0.01% 220