Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5
Closed 143
2023
Q4
$0 Buy
+5
New ﹤0.01% 518
2023
Q3
Sell
-8
Closed 504
2023
Q2
$0 Sell
8
-14
-64% ﹤0.01% 533
2023
Q1
$1K Buy
+22
New +$1K ﹤0.01% 451
2018
Q1
Sell
-10,000
Closed -$108K 341
2017
Q4
$108K Hold
10,000
﹤0.01% 227
2017
Q3
$110K Buy
10,000
+3,000
+43% +$33K ﹤0.01% 243
2017
Q2
$78K Buy
+7,000
New +$78K ﹤0.01% 249
2013
Q4
Sell
-65,500
Closed -$870K 444
2013
Q3
$870K Buy
+65,500
New +$870K 0.03% 165