Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-593
Closed -$24K 1795
2024
Q2
$24K Buy
+593
New +$24K ﹤0.01% 1011
2022
Q2
Sell
-13
Closed -$7K 1971
2022
Q1
$7K Sell
13
-20
-61% -$10.8K ﹤0.01% 1384
2021
Q4
$33K Buy
+33
New +$33K ﹤0.01% 1427
2021
Q1
Sell
-14
Closed -$93K 1936
2020
Q4
$93K Buy
14
+1
+8% +$6.64K 0.01% 1078
2020
Q3
$84K Buy
+13
New +$84K 0.01% 742