Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-37
Closed -$1K 294
2024
Q3
$1K Buy
+37
New +$1K ﹤0.01% 257
2020
Q3
Sell
-656
Closed -$15K 178
2020
Q2
$15K Hold
656
0.01% 92
2020
Q1
$15K Buy
+656
New +$15K 0.01% 90