Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$4.58K Hold
33
﹤0.01% 575
2023
Q4
$4.1K Buy
+33
New +$4.1K ﹤0.01% 552
2021
Q2
Sell
-5,584
Closed -$502K 687
2021
Q1
$502K Buy
5,584
+108
+2% +$9.71K 0.23% 72
2020
Q4
$508K Sell
5,476
-2,912
-35% -$270K 0.23% 69
2020
Q3
$864K Buy
8,388
+1,692
+25% +$174K 0.48% 45
2020
Q2
$679K Buy
+6,696
New +$679K 0.42% 50
2019
Q4
$135K Buy
+2,460
New +$135K 0.09% 145