Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-30
Closed -$972 1090
2024
Q2
$972 Buy
+30
New +$972 ﹤0.01% 722
2017
Q3
Sell
-815
Closed -$37K 481
2017
Q2
$37K Hold
815
0.01% 323
2017
Q1
$36K Hold
815
0.01% 323
2016
Q4
$35K Hold
815
0.01% 318
2016
Q3
$38K Buy
+815
New +$38K 0.01% 320