Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-419
Closed -$106K 219
2023
Q4
$106K Buy
+419
New +$106K 0.03% 139
2023
Q3
Sell
-419
Closed -$104K 203
2023
Q2
$104K Buy
+419
New +$104K 0.03% 128
2022
Q4
Sell
-419
Closed -$62K 183
2022
Q3
$62K Buy
419
+28
+7% +$4.14K 0.02% 134
2022
Q2
$89K Hold
391
0.03% 114
2022
Q1
$90K Hold
391
0.03% 129
2021
Q4
$101K Hold
391
0.03% 114
2021
Q3
$86K Buy
+391
New +$86K 0.03% 119