Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-28
Closed -$692 1005
2024
Q2
$692 Buy
+28
New +$692 ﹤0.01% 938
2018
Q1
Sell
-146
Closed -$11K 469
2017
Q4
$11K Hold
146
﹤0.01% 329
2017
Q3
$12K Sell
146
-71
-33% -$5.84K ﹤0.01% 326
2017
Q2
$14K Hold
217
﹤0.01% 338
2017
Q1
$16K Sell
217
-18
-8% -$1.33K ﹤0.01% 320
2016
Q4
$14K Buy
+235
New +$14K ﹤0.01% 287