Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15
Closed -$539 671
2024
Q3
$539 Buy
+15
New +$539 ﹤0.01% 657
2022
Q3
Sell
-321
Closed -$11K 915
2022
Q2
$11K Sell
321
-876
-73% -$30K ﹤0.01% 621
2022
Q1
$43K Sell
1,197
-43
-3% -$1.55K ﹤0.01% 471
2021
Q4
$47K Buy
+1,240
New +$47K ﹤0.01% 488