Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-41
Closed -$800 2370
2023
Q4
$800 Buy
+41
New +$800 ﹤0.01% 2297
2023
Q1
Sell
-176
Closed -$4K 2553
2022
Q4
$4K Buy
176
+32
+22% +$727 ﹤0.01% 1910
2022
Q3
$2K Sell
144
-35
-20% -$486 ﹤0.01% 1972
2022
Q2
$3K Sell
179
-221
-55% -$3.7K ﹤0.01% 2281
2022
Q1
$8K Sell
400
-219
-35% -$4.38K ﹤0.01% 2112
2021
Q4
$8K Sell
619
-1,292
-68% -$16.7K ﹤0.01% 2454
2021
Q3
$25K Sell
1,911
-114
-6% -$1.49K ﹤0.01% 1768
2021
Q2
$31K Sell
2,025
-675
-25% -$10.3K ﹤0.01% 1686
2021
Q1
$37K Buy
+2,700
New +$37K ﹤0.01% 1877