Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,311
Closed -$12K 3905
2023
Q4
$12K Sell
10,311
-1,720
-14% -$2K ﹤0.01% 3882
2023
Q3
$14.3K Buy
12,031
+1,000
+9% +$1.19K ﹤0.01% 3870
2023
Q2
$16.8K Buy
+11,031
New +$16.8K ﹤0.01% 3881
2014
Q4
Hold
0
3984
2014
Q3
Hold
0
5779
2014
Q2
Hold
0
5579
2014
Q1
Hold
0
5320
2013
Q4
Hold
0
5226
2013
Q3
Hold
0
5622
2013
Q2
Hold
0
5527