Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25
Closed -$317 2179
2024
Q2
$317 Buy
+25
New +$317 ﹤0.01% 2105
2022
Q3
Sell
-134
Closed -$7K 1905
2022
Q2
$7K Hold
134
﹤0.01% 1501
2022
Q1
$10K Sell
134
-7
-5% -$522 ﹤0.01% 1489
2021
Q4
$20K Buy
+141
New +$20K ﹤0.01% 1278