Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,842
Closed -$37K 346
2023
Q4
$37K Buy
+1,842
New +$37K 0.01% 237
2023
Q3
Sell
-1,842
Closed -$40.1K 333
2023
Q2
$40.1K Buy
+1,842
New +$40.1K 0.01% 213
2022
Q4
Sell
-1,842
Closed -$26K 287
2022
Q3
$26K Hold
1,842
0.01% 203
2022
Q2
$44K Hold
1,842
0.02% 160
2022
Q1
$57K Hold
1,842
0.02% 158
2021
Q4
$84K Hold
1,842
0.02% 126
2021
Q3
$80K Buy
+1,842
New +$80K 0.03% 125