Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-750
Closed -$231K 18
2024
Q1
$231K Hold
750
0.3% 12
2023
Q4
$212K Buy
+750
New +$212K 0.26% 15
2019
Q1
Sell
-1,186
Closed -$220K 136
2018
Q4
$220K Buy
+1,186
New +$220K 0.04% 104
2018
Q1
Sell
-1,353
Closed -$264K 279
2017
Q4
$264K Buy
+1,353
New +$264K 0.15% 55