Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-38
Closed -$1.43K 640
2024
Q1
$1.43K Hold
38
﹤0.01% 463
2023
Q4
$1.36K Hold
38
﹤0.01% 471
2023
Q3
$1.44K Hold
38
﹤0.01% 453
2023
Q2
$1.55K Hold
38
﹤0.01% 505
2023
Q1
$1.59K Buy
+38
New +$1.59K ﹤0.01% 537
2017
Q1
Sell
-248
Closed -$6K 171
2016
Q4
$6K Hold
248
﹤0.01% 164
2016
Q3
$6K Hold
248
﹤0.01% 165
2016
Q2
$6K Hold
248
﹤0.01% 159
2016
Q1
$6K Hold
248
﹤0.01% 152
2015
Q4
$5K Hold
248
﹤0.01% 161
2015
Q3
$5K Hold
248
﹤0.01% 160
2015
Q2
$6K Hold
248
﹤0.01% 145
2015
Q1
$6K Hold
248
﹤0.01% 148
2014
Q4
$7K Hold
248
0.01% 160
2014
Q3
$6K Hold
248
﹤0.01% 179
2014
Q2
$6K Sell
248
-289
-54% -$6.99K ﹤0.01% 177
2014
Q1
$13K Buy
537
+289
+117% +$7K 0.01% 149
2013
Q4
$5K Buy
+248
New +$5K ﹤0.01% 166