Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-266
Closed -$19K 256
2023
Q4
$19K Buy
+266
New +$19K 0.01% 294
2023
Q3
Sell
-266
Closed -$21.5K 246
2023
Q2
$21.5K Buy
+266
New +$21.5K 0.01% 272
2022
Q4
Sell
-266
Closed -$17K 215
2022
Q3
$17K Hold
266
0.01% 243
2022
Q2
$18K Hold
266
0.01% 235
2022
Q1
$20K Hold
266
0.01% 251
2021
Q4
$20K Hold
266
0.01% 236
2021
Q3
$20K Buy
+266
New +$20K 0.01% 233