Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-184
Closed -$20.1K 336
2023
Q4
$20.1K Buy
+184
New +$20.1K 0.01% 288
2023
Q3
Sell
-184
Closed -$21.2K 324
2023
Q2
$21.2K Buy
+184
New +$21.2K 0.01% 274
2022
Q4
Sell
-167
Closed -$14K 282
2022
Q3
$14K Buy
167
+1
+0.6% +$84 0.01% 262
2022
Q2
$15K Sell
166
-40
-19% -$3.61K 0.01% 248
2022
Q1
$17K Sell
206
-47
-19% -$3.88K 0.01% 271
2021
Q4
$19K Buy
253
+134
+113% +$10.1K 0.01% 247
2021
Q3
$9K Buy
+119
New +$9K ﹤0.01% 306