Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-719
Closed -$118K 262
2023
Q4
$118K Buy
+719
New +$118K 0.03% 127
2023
Q3
Sell
-232
Closed -$31K 252
2023
Q2
$31K Buy
+232
New +$31K 0.01% 238
2022
Q3
Sell
-80
Closed -$11K 451
2022
Q2
$11K Sell
80
-32
-29% -$4.4K ﹤0.01% 271
2022
Q1
$15K Hold
112
﹤0.01% 284
2021
Q4
$15K Sell
112
-5
-4% -$670 ﹤0.01% 264
2021
Q3
$16K Buy
+117
New +$16K 0.01% 254