Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-97
Closed -$18.1K 259
2023
Q4
$18.1K Buy
+97
New +$18.1K ﹤0.01% 302
2023
Q3
Sell
-128
Closed -$32K 249
2023
Q2
$32K Buy
+128
New +$32K 0.01% 234
2022
Q4
Sell
-128
Closed -$28K 218
2022
Q3
$28K Hold
128
0.01% 189
2022
Q2
$28K Hold
128
0.01% 201
2022
Q1
$28K Hold
128
0.01% 227
2021
Q4
$25K Buy
128
+67
+110% +$13.1K 0.01% 221
2021
Q3
$10K Buy
+61
New +$10K ﹤0.01% 292