Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1166
2024
Q2
Hold
0
1220
2022
Q4
Sell
-7,729
Closed -$209K 1503
2022
Q3
$209K Buy
7,729
+1,375
+22% +$37.2K ﹤0.01% 985
2022
Q2
$182K Buy
+6,354
New +$182K ﹤0.01% 1400
2021
Q4
Sell
-4,063
Closed -$296K 1856
2021
Q3
$296K Buy
+4,063
New +$296K ﹤0.01% 1072