Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-50
Closed -$4K 937
2023
Q4
$4K Hold
50
﹤0.01% 660
2023
Q3
$4K Hold
50
﹤0.01% 724
2023
Q2
$3K Hold
50
﹤0.01% 799
2023
Q1
$2K Hold
50
﹤0.01% 851
2022
Q4
$2K Sell
50
-34
-40% -$1.36K ﹤0.01% 866
2022
Q3
$2K Hold
84
﹤0.01% 836
2022
Q2
$2K Hold
84
﹤0.01% 847
2022
Q1
$4K Hold
84
﹤0.01% 677
2021
Q4
$4K Hold
84
﹤0.01% 696
2021
Q3
$4K Sell
84
-61
-42% -$2.91K ﹤0.01% 683
2021
Q2
$7K Hold
145
﹤0.01% 622
2021
Q1
$6K Hold
145
﹤0.01% 576
2020
Q4
$6K Hold
145
﹤0.01% 590
2020
Q3
$4K Buy
+145
New +$4K ﹤0.01% 587