Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-29
Closed -$1K 1123
2023
Q4
$1K Buy
29
+5
+21% +$172 ﹤0.01% 1056
2023
Q3
$1K Buy
+24
New +$1K ﹤0.01% 1102
2022
Q4
Sell
-296
Closed -$9K 1102
2022
Q3
$9K Sell
296
-5
-2% -$152 ﹤0.01% 817
2022
Q2
$16K Buy
+301
New +$16K ﹤0.01% 728
2022
Q1
Sell
-327
Closed -$18K 972
2021
Q4
$18K Buy
327
+3
+0.9% +$165 ﹤0.01% 729
2021
Q3
$15K Buy
+324
New +$15K ﹤0.01% 740
2015
Q2
Sell
-125
Closed -$7.21K 385
2015
Q1
$7.21K Buy
125
+3
+2% +$173 ﹤0.01% 355
2014
Q4
$6.58K Buy
122
+1
+0.8% +$54 ﹤0.01% 359
2014
Q3
$6.98K Buy
121
+1
+0.8% +$58 ﹤0.01% 354
2014
Q2
$8.02K Buy
+120
New +$8.02K ﹤0.01% 346