Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1
Closed -$59 400
2024
Q2
$59 Hold
1
﹤0.01% 356
2024
Q1
$69 Hold
1
﹤0.01% 339
2023
Q4
$81 Hold
1
﹤0.01% 286
2023
Q3
$65 Buy
+1
New +$65 ﹤0.01% 287
2023
Q2
Hold
0
-$111 126
2023
Q1
Sell
-1
Closed -$120 273
2022
Q4
$120 Hold
1
﹤0.01% 267
2022
Q3
$0 Hold
1
﹤0.01% 201
2022
Q2
$73 Buy
+1
New +$73 ﹤0.01% 286
2022
Q1
Sell
-1
Closed -$218 279
2021
Q4
$218 Buy
+1
New +$218 ﹤0.01% 252
2021
Q3
Hold
0
-$205K 240
2021
Q2
Hold
0
248