Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-262
Closed -$5.67K 848
2023
Q4
$5.67K Sell
262
-944
-78% -$20.4K ﹤0.01% 603
2023
Q3
$22.3K Hold
1,206
0.01% 365
2023
Q2
$24.3K Sell
1,206
-1
-0.1% -$20 0.01% 358
2023
Q1
$19.7K Hold
1,207
0.01% 337
2022
Q4
$16.1K Hold
1,207
0.01% 363
2022
Q3
$16K Hold
1,207
0.01% 357
2022
Q2
$23K Sell
1,207
-44
-4% -$838 0.01% 338
2022
Q1
$33K Hold
1,251
0.01% 302
2021
Q4
$40K Hold
1,251
0.02% 301
2021
Q3
$48K Buy
+1,251
New +$48K 0.02% 292
2020
Q1
Sell
-980
Closed -$39K 451
2019
Q4
$39K Buy
+980
New +$39K 0.03% 290