Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-82
Closed -$11.2K 453
2024
Q1
$11.2K Buy
+82
New +$11.2K ﹤0.01% 306
2022
Q3
Sell
-445
Closed -$36K 404
2022
Q2
$36K Hold
445
﹤0.01% 240
2022
Q1
$46K Hold
445
﹤0.01% 232
2021
Q4
$54K Hold
445
﹤0.01% 225
2021
Q3
$50K Hold
445
﹤0.01% 223
2021
Q2
$53K Buy
+445
New +$53K ﹤0.01% 221
2017
Q3
Sell
-186
Closed -$7K 316
2017
Q2
$7K Hold
186
﹤0.01% 272
2017
Q1
$6K Sell
186
-191
-51% -$6.16K ﹤0.01% 260
2016
Q4
$11K Hold
377
﹤0.01% 261
2016
Q3
$12K Hold
377
﹤0.01% 252
2016
Q2
$10K Hold
377
﹤0.01% 254
2016
Q1
$10K Sell
377
-70
-16% -$1.86K ﹤0.01% 257
2015
Q4
$10K Hold
447
﹤0.01% 322
2015
Q3
$9K Sell
447
-53
-11% -$1.07K ﹤0.01% 343
2015
Q2
$11K Buy
500
+430
+614% +$9.46K ﹤0.01% 285
2015
Q1
$2K Hold
70
﹤0.01% 313
2014
Q4
$2K Hold
70
﹤0.01% 367
2014
Q3
$1K Hold
70
﹤0.01% 371
2014
Q2
$1K Buy
+70
New +$1K ﹤0.01% 324