Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,344
Closed -$14K 735
2024
Q3
$14K Buy
+1,344
New +$14K ﹤0.01% 243
2023
Q4
Sell
-1,500
Closed -$13K 685
2023
Q3
$13K Buy
+1,500
New +$13K ﹤0.01% 247
2021
Q2
Sell
-17,750
Closed -$928K 469
2021
Q1
$928K Buy
+17,750
New +$928K 0.1% 93
2019
Q3
Hold
0
213
2019
Q2
Hold
0
203