Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-43
Closed -$8K 276
2023
Q4
$8K Buy
43
+10
+30% +$1.86K ﹤0.01% 360
2023
Q3
$5K Buy
33
+16
+94% +$2.42K ﹤0.01% 387
2023
Q2
$2K Buy
17
+4
+31% +$471 ﹤0.01% 446
2023
Q1
$2K Buy
+13
New +$2K ﹤0.01% 414
2020
Q3
Sell
-131
Closed -$18K 408
2020
Q2
$18K Sell
131
-142
-52% -$19.5K ﹤0.01% 338
2020
Q1
$29K Buy
273
+70
+34% +$7.44K ﹤0.01% 320
2019
Q4
$28K Buy
203
+22
+12% +$3.03K ﹤0.01% 374
2019
Q3
$25K Buy
+181
New +$25K ﹤0.01% 349