Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-28
Closed -$10K 431
2023
Q4
$10K Sell
28
-1
-3% -$357 ﹤0.01% 990
2023
Q3
$9K Buy
29
+1
+4% +$310 ﹤0.01% 1027
2023
Q2
$9K Hold
28
﹤0.01% 1046
2023
Q1
$9K Buy
28
+1
+4% +$321 ﹤0.01% 1012
2022
Q4
$7K Buy
27
+2
+8% +$519 ﹤0.01% 965
2022
Q3
$6K Buy
+25
New +$6K ﹤0.01% 1021