Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,172
Closed -$104K 409
2023
Q4
$104K Buy
+6,172
New +$104K 0.03% 140
2023
Q3
Sell
-6,172
Closed -$73.1K 410
2023
Q2
$73.1K Buy
+6,172
New +$73.1K 0.02% 156
2022
Q4
Sell
-127
Closed -$1K 345
2022
Q3
$1K Buy
127
+27
+27% +$213 ﹤0.01% 400
2022
Q2
$1K Hold
100
﹤0.01% 440
2022
Q1
$4K Hold
100
﹤0.01% 413
2021
Q4
$5K Hold
100
﹤0.01% 393
2021
Q3
$7K Buy
+100
New +$7K ﹤0.01% 340