Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-305
Closed -$506 883
2024
Q2
$506 Hold
305
﹤0.01% 855
2024
Q1
$753 Hold
305
﹤0.01% 829
2023
Q4
$702 Hold
305
﹤0.01% 808
2023
Q3
$729 Hold
305
﹤0.01% 863
2023
Q2
$476 Hold
305
﹤0.01% 886
2023
Q1
$772 Hold
305
﹤0.01% 908
2022
Q4
$820 Hold
305
﹤0.01% 919
2022
Q3
$1K Hold
305
﹤0.01% 906
2022
Q2
$1K Hold
305
﹤0.01% 908
2022
Q1
$2K Hold
305
﹤0.01% 852
2021
Q4
$2K Hold
305
﹤0.01% 861
2021
Q3
$3K Hold
305
﹤0.01% 922
2021
Q2
$6K Hold
305
﹤0.01% 856
2021
Q1
$7K Hold
305
﹤0.01% 797
2020
Q4
$3K Hold
305
﹤0.01% 848
2020
Q3
$1K Hold
305
﹤0.01% 957
2020
Q2
$2K Sell
305
-100
-25% -$656 ﹤0.01% 789
2020
Q1
$3K Buy
+405
New +$3K ﹤0.01% 803