Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-210
Closed -$73.1K 393
2024
Q1
$73.1K Sell
210
-5
-2% -$1.74K 0.03% 260
2023
Q4
$62.7K Hold
215
0.03% 282
2023
Q3
$56.8K Hold
215
0.03% 257
2023
Q2
$70.9K Hold
215
0.06% 165
2023
Q1
$52.4K Hold
215
0.05% 166
2022
Q4
$57.4K Hold
215
0.06% 166
2022
Q3
$52.9K Buy
215
+5
+2% +$1.23K 0.06% 169
2022
Q2
$44.6K Hold
210
0.05% 172
2022
Q1
$68.5K Sell
210
-5
-2% -$1.63K 0.07% 149
2021
Q4
$115K Buy
+215
New +$115K 0.12% 108