Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$483 Sell
9
-1
-10% -$54 ﹤0.01% 759
2023
Q4
$452 Hold
10
﹤0.01% 755
2023
Q3
$492 Hold
10
﹤0.01% 682
2023
Q2
$477 Buy
+10
New +$477 ﹤0.01% 721
2022
Q3
Sell
-1,000
Closed -$24K 792
2022
Q2
$24K Hold
1,000
0.01% 294
2022
Q1
$27K Hold
1,000
0.01% 292
2021
Q4
$26K Hold
1,000
0.01% 300
2021
Q3
$27K Hold
1,000
0.01% 281
2021
Q2
$27K Hold
1,000
0.01% 292
2021
Q1
$27K Buy
+1,000
New +$27K 0.01% 341
2020
Q3
Sell
-1,000
Closed -$25K 722
2020
Q2
$25K Buy
+1,000
New +$25K 0.02% 298
2019
Q4
$27K Buy
+1,000
New +$27K 0.02% 295