Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-532
Closed -$12.6K 826
2023
Q4
$12.6K Hold
532
﹤0.01% 599
2023
Q3
$9.71K Hold
532
﹤0.01% 613
2023
Q2
$21K Hold
532
0.01% 496
2023
Q1
$19.9K Hold
532
0.01% 497
2022
Q4
$20K Buy
+532
New +$20K 0.01% 471
2022
Q3
Sell
-375
Closed -$13K 741
2022
Q2
$13K Hold
375
0.01% 520
2022
Q1
$15K Hold
375
0.01% 522
2021
Q4
$22K Hold
375
0.01% 467
2021
Q3
$26K Buy
+375
New +$26K 0.01% 428