Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-406
Closed -$25K 451
2023
Q4
$25K Buy
+406
New +$25K 0.01% 272
2023
Q3
Sell
-406
Closed -$17.5K 455
2023
Q2
$17.5K Buy
+406
New +$17.5K 0.01% 290
2022
Q4
Sell
-406
Closed -$11K 380
2022
Q3
$11K Hold
406
﹤0.01% 289
2022
Q2
$8K Sell
406
-154
-28% -$3.03K ﹤0.01% 299
2022
Q1
$20K Hold
560
0.01% 255
2021
Q4
$23K Sell
560
-302
-35% -$12.4K 0.01% 228
2021
Q3
$39K Buy
+862
New +$39K 0.01% 178