Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-250
Closed -$5.02K 1052
2024
Q3
$5.02K Hold
250
﹤0.01% 837
2024
Q2
$4.39K Hold
250
﹤0.01% 762
2024
Q1
$4.48K Buy
+250
New +$4.48K ﹤0.01% 748
2021
Q1
Sell
-378
Closed -$9K 756
2020
Q4
$9K Buy
+378
New +$9K ﹤0.01% 633
2020
Q2
Sell
-170
Closed -$2K 758
2020
Q1
$2K Hold
170
﹤0.01% 814
2019
Q4
$3K Hold
170
﹤0.01% 819
2019
Q3
$3K Hold
170
﹤0.01% 869
2019
Q2
$3K Hold
170
﹤0.01% 882
2019
Q1
$3K Sell
170
-170
-50% -$3K ﹤0.01% 835
2018
Q4
$5K Sell
340
-300
-47% -$4.41K ﹤0.01% 823
2018
Q3
$9K Hold
640
﹤0.01% 823
2018
Q2
$9K Buy
+640
New +$9K ﹤0.01% 842
2015
Q1
Sell
-133
Closed -$2K 771
2014
Q4
$2K Hold
133
﹤0.01% 776
2014
Q3
$2K Hold
133
﹤0.01% 772
2014
Q2
$2K Buy
+133
New +$2K ﹤0.01% 711