Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,000
Closed -$54K 80
2024
Q1
$54K Buy
+12,000
New +$54K 0.01% 79
2022
Q1
Sell
-10
Closed -$1K 326
2021
Q4
$1K Hold
10
﹤0.01% 476
2021
Q3
$1K Hold
10
﹤0.01% 494
2021
Q2
$1K Hold
10
﹤0.01% 409
2021
Q1
$1K Hold
10
﹤0.01% 407
2020
Q4
$1K Buy
+10
New +$1K ﹤0.01% 352
2020
Q1
Sell
-50
Closed -$1K 654
2019
Q4
$1K Hold
50
﹤0.01% 556
2019
Q3
$1K Hold
50
﹤0.01% 547
2019
Q2
$1K Hold
50
﹤0.01% 547
2019
Q1
$0 Buy
+50
New ﹤0.01% 578