Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-600
Closed -$39.4K 2184
2024
Q2
$39.4K Sell
600
-51
-8% -$3.35K ﹤0.01% 876
2024
Q1
$51.1K Hold
651
﹤0.01% 831
2023
Q4
$61.9K Hold
651
﹤0.01% 795
2023
Q3
$66.7K Hold
651
﹤0.01% 767
2023
Q2
$48.1K Sell
651
-400
-38% -$29.6K ﹤0.01% 856
2023
Q1
$73.2K Hold
1,051
﹤0.01% 755
2022
Q4
$57K Hold
1,051
﹤0.01% 819
2022
Q3
$38K Hold
1,051
﹤0.01% 936
2022
Q2
$47K Hold
1,051
﹤0.01% 936
2022
Q1
$62K Hold
1,051
﹤0.01% 903
2021
Q4
$61K Buy
+1,051
New +$61K ﹤0.01% 932