Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
152
2024
Q1
Hold
0
191
2023
Q4
Hold
0
192
2023
Q3
Hold
0
184
2023
Q2
Hold
0
198
2023
Q1
Hold
0
258
2022
Q4
Sell
-5,337
Closed -$266K 267
2022
Q3
$266K Buy
+5,337
New +$266K 0.14% 72