Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-720
Closed -$12.8K 228
2023
Q4
$12.8K Buy
+720
New +$12.8K ﹤0.01% 328
2023
Q3
Sell
-720
Closed -$11.4K 214
2023
Q2
$11.4K Buy
+720
New +$11.4K ﹤0.01% 335
2022
Q4
Sell
-815
Closed -$7K 193
2022
Q3
$7K Hold
815
﹤0.01% 310
2022
Q2
$9K Buy
815
+95
+13% +$1.05K ﹤0.01% 285
2022
Q1
$13K Buy
720
+190
+36% +$3.43K ﹤0.01% 298
2021
Q4
$19K Sell
530
-1,289
-71% -$46.2K 0.01% 246
2021
Q3
$74K Buy
+1,819
New +$74K 0.02% 130