Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-80
Closed -$1K 718
2024
Q2
$1K Buy
+80
New +$1K ﹤0.01% 419
2023
Q2
Sell
-5
Closed 915
2023
Q1
$0 Buy
+5
New ﹤0.01% 1040
2021
Q4
Hold
0
509
2021
Q3
Hold
0
471
2019
Q4
Sell
-61,000
Closed -$721K 284
2019
Q3
$721K Buy
+61,000
New +$721K 0.06% 62