Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-600
Closed -$208K 106
2024
Q3
$208K Buy
+600
New +$208K 0.01% 104
2023
Q1
Sell
-4
Closed -$1K 502
2022
Q4
$1K Buy
+4
New +$1K ﹤0.01% 400
2019
Q2
Sell
-8
Closed -$1K 193
2019
Q1
$1K Buy
+8
New +$1K ﹤0.01% 232
2018
Q2
Sell
-50
Closed -$8K 150
2018
Q1
$8K Buy
50
+10
+25% +$1.6K ﹤0.01% 102
2017
Q4
$8K Buy
+40
New +$8K ﹤0.01% 60