Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,879
Closed -$229K 339
2023
Q4
$229K Sell
1,879
-755
-29% -$92.2K 0.01% 283
2023
Q3
$202K Hold
2,634
0.01% 292
2023
Q2
$224K Hold
2,634
0.02% 291
2023
Q1
$235K Buy
+2,634
New +$235K 0.02% 286
2016
Q2
Sell
-264
Closed -$26K 762
2016
Q1
$26K Hold
264
0.01% 443
2015
Q4
$19K Hold
264
﹤0.01% 472
2015
Q3
$27K Hold
264
0.01% 433
2015
Q2
$30K Hold
264
0.01% 438
2015
Q1
$28K Hold
264
0.01% 434
2014
Q4
$34K Hold
264
0.01% 369
2014
Q3
$32K Hold
264
0.01% 361
2014
Q2
$31K Hold
264
0.01% 357
2014
Q1
$33K Hold
264
0.01% 350
2013
Q4
$36K Hold
264
0.01% 313
2013
Q3
$31K Hold
264
0.01% 311
2013
Q2
$33K Buy
+264
New +$33K 0.02% 269