Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-288
Closed -$41K 436
2023
Q4
$41K Buy
+288
New +$41K 0.01% 224
2023
Q3
Sell
-118
Closed -$15.6K 440
2023
Q2
$15.6K Buy
+118
New +$15.6K ﹤0.01% 301
2022
Q4
Sell
-62
Closed -$9K 368
2022
Q3
$9K Buy
62
+1
+2% +$145 ﹤0.01% 299
2022
Q2
$9K Hold
61
﹤0.01% 288
2022
Q1
$13K Sell
61
-37
-38% -$7.89K ﹤0.01% 299
2021
Q4
$23K Hold
98
0.01% 227
2021
Q3
$22K Buy
+98
New +$22K 0.01% 227