Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-104
Closed -$33.5K 136
2024
Q3
$33.5K Buy
+104
New +$33.5K 0.01% 345
2024
Q1
Sell
-104
Closed -$30K 118
2023
Q4
$30K Buy
+104
New +$30K 0.01% 340
2021
Q1
Sell
-704
Closed -$162K 76
2020
Q4
$162K Buy
704
+100
+17% +$23K 0.13% 66
2020
Q3
$154K Buy
+604
New +$154K 0.15% 57