Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,000
Closed -$36K 3561
2023
Q4
$36K Buy
+12,000
New +$36K ﹤0.01% 3272
2018
Q4
Sell
-10,000
Closed -$120K 2258
2018
Q3
$120K Hold
10,000
﹤0.01% 2025
2018
Q2
$114K Hold
10,000
﹤0.01% 1980
2018
Q1
$114K Hold
10,000
﹤0.01% 1943
2017
Q4
$97K Hold
10,000
﹤0.01% 2025
2017
Q3
$110K Hold
10,000
﹤0.01% 2002
2017
Q2
$92K Hold
10,000
﹤0.01% 1968
2017
Q1
$95K Hold
10,000
﹤0.01% 1868
2016
Q4
$92K Hold
10,000
﹤0.01% 1775
2016
Q3
$75K Buy
+10,000
New +$75K ﹤0.01% 1761