Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-172
Closed -$8.36K 675
2024
Q1
$8.36K Buy
+172
New +$8.36K ﹤0.01% 378
2023
Q4
Sell
-172
Closed -$9.23K 541
2023
Q3
$9.23K Hold
172
﹤0.01% 362
2023
Q2
$9.27K Hold
172
﹤0.01% 393
2023
Q1
$9.36K Buy
+172
New +$9.36K ﹤0.01% 404
2018
Q2
Sell
-1,000
Closed -$40K 390
2018
Q1
$40K Hold
1,000
0.02% 199
2017
Q4
$43K Buy
+1,000
New +$43K 0.02% 137