Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-22
Closed -$347 2156
2024
Q1
$347 Buy
+22
New +$347 ﹤0.01% 2059
2022
Q3
Sell
-2,616
Closed -$66K 1793
2022
Q2
$66K Hold
2,616
﹤0.01% 835
2022
Q1
$94K Hold
2,616
﹤0.01% 792
2021
Q4
$200K Buy
+2,616
New +$200K ﹤0.01% 663