Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1
Closed -$167 2334
2024
Q2
$167 Hold
1
﹤0.01% 2253
2024
Q1
$160 Sell
1
-1
-50% -$160 ﹤0.01% 2235
2023
Q4
$290 Sell
2
-2
-50% -$290 ﹤0.01% 2260
2023
Q3
$452 Hold
4
﹤0.01% 2242
2023
Q2
$434 Hold
4
﹤0.01% 2222
2023
Q1
$403 Buy
+4
New +$403 ﹤0.01% 2198
2014
Q4
Sell
-58
Closed -$4K 838
2014
Q3
$4K Sell
58
-40
-41% -$2.76K ﹤0.01% 1380
2014
Q2
$7K Hold
98
﹤0.01% 1182
2014
Q1
$6K Sell
98
-4
-4% -$245 ﹤0.01% 1126
2013
Q4
$7K Hold
102
﹤0.01% 1077
2013
Q3
$6K Sell
102
-2
-2% -$118 ﹤0.01% 1090
2013
Q2
$5K Buy
+104
New +$5K ﹤0.01% 1076