Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-27
Closed -$8.7K 276
2024
Q3
$8.7K Buy
+27
New +$8.7K ﹤0.01% 269
2023
Q4
Sell
-68
Closed -$18.3K 246
2023
Q3
$18.3K Buy
+68
New +$18.3K 0.01% 209
2020
Q3
Sell
-500
Closed -$118K 228
2020
Q2
$118K Hold
500
0.12% 108
2020
Q1
$101K Hold
500
0.11% 102
2019
Q4
$121K Buy
+500
New +$121K 0.1% 116