Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-350
Closed -$12.4K 993
2023
Q4
$12.4K Buy
350
+5
+1% +$177 0.01% 539
2023
Q3
$13.4K Buy
345
+3
+0.9% +$116 0.01% 454
2023
Q2
$12.1K Buy
342
+4
+1% +$141 0.01% 448
2023
Q1
$12.8K Buy
338
+29
+9% +$1.1K 0.01% 454
2022
Q4
$10.8K Buy
309
+3
+1% +$105 0.01% 417
2022
Q3
$9K Sell
306
-9
-3% -$265 0.01% 373
2022
Q2
$9K Buy
315
+8
+3% +$229 0.01% 357
2022
Q1
$9K Buy
+307
New +$9K ﹤0.01% 391