Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1
Closed -$71 720
2023
Q4
$71 Hold
1
﹤0.01% 731
2023
Q3
$69 Hold
1
﹤0.01% 803
2023
Q2
$81 Buy
+1
New +$81 ﹤0.01% 1006
2021
Q1
Sell
-7
Closed -$1K 671
2020
Q4
$1K Hold
7
﹤0.01% 740
2020
Q3
$0 Hold
7
﹤0.01% 727
2020
Q2
$0 Hold
7
﹤0.01% 697
2020
Q1
$0 Buy
+7
New ﹤0.01% 697
2019
Q3
Sell
-48
Closed -$2K 615
2019
Q2
$2K Buy
+48
New +$2K ﹤0.01% 792
2018
Q1
Sell
-76
Closed -$3K 564
2017
Q4
$3K Buy
+76
New +$3K ﹤0.01% 539
2015
Q2
Sell
-223
Closed -$7K 582
2015
Q1
$7K Hold
223
﹤0.01% 471
2014
Q4
$6K Sell
223
-395
-64% -$10.6K ﹤0.01% 532
2014
Q3
$15K Hold
618
﹤0.01% 408
2014
Q2
$16K Buy
+618
New +$16K ﹤0.01% 394
2014
Q1
Sell
-800
Closed -$18K 568
2013
Q4
$18K Hold
800
﹤0.01% 373
2013
Q3
$17K Hold
800
﹤0.01% 380
2013
Q2
$15K Buy
+800
New +$15K ﹤0.01% 413