Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-387
Closed -$8K 387
2023
Q4
$8K Buy
387
+42
+12% +$868 ﹤0.01% 372
2023
Q3
$7K Buy
345
+244
+242% +$4.95K ﹤0.01% 362
2023
Q2
$2K Buy
+101
New +$2K ﹤0.01% 462
2023
Q1
Sell
-8,000
Closed -$167K 572
2022
Q4
$167K Buy
+8,000
New +$167K 0.05% 214
2014
Q4
Sell
-177
Closed -$13K 376
2014
Q3
$13K Buy
+177
New +$13K ﹤0.01% 376