Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-664
Closed -$53K 1757
2023
Q4
$53K Buy
+664
New +$53K ﹤0.01% 876
2022
Q2
Hold
0
2554
2022
Q1
Hold
0
2368
2020
Q4
Sell
-2,392
Closed -$88K 1906
2020
Q3
$88K Buy
+2,392
New +$88K ﹤0.01% 1080