Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2
Closed -$318 728
2023
Q4
$318 Hold
2
﹤0.01% 675
2023
Q3
$265 Hold
2
﹤0.01% 748
2023
Q2
$335 Buy
+2
New +$335 ﹤0.01% 919
2022
Q4
Sell
-62
Closed -$10K 641
2022
Q3
$10K Hold
62
﹤0.01% 508
2022
Q2
$9K Buy
+62
New +$9K ﹤0.01% 483
2021
Q1
Sell
-4
Closed -$1K 694
2020
Q4
$1K Hold
4
﹤0.01% 747
2020
Q3
$0 Hold
4
﹤0.01% 736
2020
Q2
$0 Hold
4
﹤0.01% 711
2020
Q1
$0 Buy
+4
New ﹤0.01% 711
2019
Q3
Sell
-534
Closed -$48K 636
2019
Q2
$48K Buy
+534
New +$48K ﹤0.01% 368
2016
Q2
Sell
-101
Closed -$3K 501
2016
Q1
$3K Buy
+101
New +$3K ﹤0.01% 473