Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,000
Closed -$132K 698
2024
Q3
$132K Buy
+2,000
New +$132K ﹤0.01% 335
2020
Q1
Hold
0
411
2019
Q4
Hold
0
386
2019
Q1
Hold
0
275
2018
Q4
Hold
0
250
2018
Q3
Hold
0
268