Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-129
Closed -$3.88K 422
2023
Q4
$3.88K Hold
129
﹤0.01% 388
2023
Q3
$3.32K Hold
129
﹤0.01% 389
2023
Q2
$3.96K Buy
+129
New +$3.96K ﹤0.01% 402
2022
Q4
Sell
-62
Closed -$2K 573
2022
Q3
$2K Sell
62
-338
-85% -$10.9K ﹤0.01% 514
2022
Q2
$13K Buy
+400
New +$13K ﹤0.01% 358
2019
Q1
Sell
-100
Closed -$2K 481
2018
Q4
$2K Sell
100
-400
-80% -$8K ﹤0.01% 453
2018
Q3
$13K Hold
500
﹤0.01% 381
2018
Q2
$11K Hold
500
﹤0.01% 401
2018
Q1
$11K Hold
500
﹤0.01% 413
2017
Q4
$10K Buy
+500
New +$10K ﹤0.01% 522