Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-500
Closed -$12.2K 1249
2024
Q3
$12.2K Hold
500
﹤0.01% 828
2024
Q2
$10.9K Hold
500
﹤0.01% 858
2024
Q1
$10.3K Hold
500
﹤0.01% 848
2023
Q4
$11K Hold
500
﹤0.01% 801
2023
Q3
$10.6K Hold
500
﹤0.01% 806
2023
Q2
$10.2K Hold
500
﹤0.01% 838
2023
Q1
$10.5K Buy
+500
New +$10.5K ﹤0.01% 816
2022
Q1
Sell
-137
Closed -$3K 1146
2021
Q4
$3K Buy
+137
New +$3K ﹤0.01% 1077