Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1
Closed -$63 865
2023
Q4
$63 Buy
+1
New +$63 ﹤0.01% 796
2022
Q3
Sell
-2
Closed 984
2022
Q2
$0 Buy
+2
New ﹤0.01% 897
2021
Q3
Sell
-50
Closed -$5K 450
2021
Q2
$5K Buy
+50
New +$5K ﹤0.01% 691
2020
Q2
Sell
-50
Closed -$4K 792
2020
Q1
$4K Buy
50
+16
+47% +$1.28K ﹤0.01% 767
2019
Q4
$3K Hold
34
﹤0.01% 834
2019
Q3
$3K Hold
34
﹤0.01% 885
2019
Q2
$3K Hold
34
﹤0.01% 898
2019
Q1
$3K Sell
34
-44
-56% -$3.88K ﹤0.01% 851
2018
Q4
$5K Sell
78
-68
-47% -$4.36K ﹤0.01% 825
2018
Q3
$11K Hold
146
﹤0.01% 790
2018
Q2
$11K Buy
+146
New +$11K ﹤0.01% 812
2017
Q3
Sell
-68
Closed -$4K 944
2017
Q2
$4K Buy
+68
New +$4K ﹤0.01% 846