Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,137
Closed -$71.5K 536
2023
Q4
$71.5K Buy
12,137
+10
+0.1% +$59 0.01% 493
2023
Q3
$76.8K Buy
+12,127
New +$76.8K 0.01% 468
2020
Q3
Sell
-400
Closed -$7K 1084
2020
Q2
$7K Sell
400
-30
-7% -$525 ﹤0.01% 731
2020
Q1
$4K Sell
430
-52
-11% -$484 ﹤0.01% 781
2019
Q4
$7K Buy
+482
New +$7K ﹤0.01% 752