Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,091
Closed -$249K 930
2023
Q4
$249K Buy
+2,091
New +$249K 0.01% 757
2019
Q1
Sell
-500
Closed -$24K 1017
2018
Q4
$24K Buy
+500
New +$24K 0.01% 864
2018
Q1
$24K Hold
500
0.01% 814
2017
Q4
$27K Buy
+500
New +$27K 0.01% 778