Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2
Closed -$154 698
2024
Q1
$154 Sell
2
-4
-67% -$308 ﹤0.01% 556
2023
Q4
$369 Hold
6
﹤0.01% 439
2023
Q3
$259 Buy
6
+4
+200% +$173 ﹤0.01% 709
2023
Q2
$86 Hold
2
﹤0.01% 694
2023
Q1
$63 Sell
2
-506
-100% -$15.9K ﹤0.01% 719
2022
Q4
$6.35K Buy
+508
New +$6.35K ﹤0.01% 146
2020
Q3
Sell
-240
Closed -$7K 191
2020
Q2
$7K Buy
+240
New +$7K ﹤0.01% 106