Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-100
Closed -$7.2K 531
2024
Q3
$7.2K Hold
100
﹤0.01% 497
2024
Q2
$7.04K Hold
100
﹤0.01% 503
2024
Q1
$7.97K Sell
100
-100
-50% -$7.97K ﹤0.01% 519
2023
Q4
$17.9K Buy
+200
New +$17.9K ﹤0.01% 436
2021
Q1
$12K Hold
88
﹤0.01% 348
2020
Q4
$11K Hold
88
﹤0.01% 354
2020
Q3
$8K Buy
+88
New +$8K ﹤0.01% 339
2016
Q1
Sell
-55
Closed -$5K 489
2015
Q4
$5K Buy
+55
New +$5K ﹤0.01% 456