Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-35
Closed -$777 1303
2024
Q2
$777 Hold
35
﹤0.01% 1168
2024
Q1
$1.53K Hold
35
﹤0.01% 1073
2023
Q4
$2.72K Hold
35
﹤0.01% 989
2023
Q3
$2.97K Hold
35
﹤0.01% 991
2023
Q2
$4K Hold
35
﹤0.01% 993
2023
Q1
$3.97K Hold
35
﹤0.01% 960
2022
Q4
$6.26K Buy
35
+5
+17% +$894 ﹤0.01% 893
2022
Q3
$8K Hold
30
﹤0.01% 855
2022
Q2
$4K Buy
+30
New +$4K ﹤0.01% 995
2022
Q1
Sell
-15
Closed -$6K 1215
2021
Q4
$6K Sell
15
-7
-32% -$2.8K ﹤0.01% 999
2021
Q3
$11K Buy
+22
New +$11K ﹤0.01% 862
2021
Q2
Sell
-33
Closed -$18K 1168
2021
Q1
$18K Buy
+33
New +$18K ﹤0.01% 697