Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1
Closed -$206 786
2023
Q4
$206 Hold
1
﹤0.01% 694
2023
Q3
$203 Hold
1
﹤0.01% 761
2023
Q2
$226 Buy
+1
New +$226 ﹤0.01% 948
2021
Q1
Sell
-18
Closed -$4K 800
2020
Q4
$4K Hold
18
﹤0.01% 621
2020
Q3
$4K Hold
18
﹤0.01% 538
2020
Q2
$4K Hold
18
﹤0.01% 499
2020
Q1
$3K Buy
+18
New +$3K ﹤0.01% 528
2019
Q3
Sell
-41
Closed -$9K 743
2019
Q2
$9K Buy
+41
New +$9K ﹤0.01% 623
2017
Q1
Sell
-233
Closed -$18K 649
2016
Q4
$18K Hold
233
﹤0.01% 428
2016
Q3
$18K Hold
233
﹤0.01% 406
2016
Q2
$20K Sell
233
-233
-50% -$20K ﹤0.01% 349
2016
Q1
$41K Hold
466
﹤0.01% 287
2015
Q4
$41K Sell
466
-234
-33% -$20.6K ﹤0.01% 280
2015
Q3
$49K Hold
700
0.01% 271
2015
Q2
$43K Buy
+700
New +$43K ﹤0.01% 294