Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-55
Closed -$3K 766
2024
Q2
$3K Buy
55
+5
+10% +$273 ﹤0.01% 813
2024
Q1
$2K Sell
50
-5
-9% -$200 ﹤0.01% 926
2023
Q4
$2K Buy
+55
New +$2K ﹤0.01% 910
2020
Q3
Sell
-84
Closed -$1K 772
2020
Q2
$1K Sell
84
-35
-29% -$417 ﹤0.01% 691
2020
Q1
$1K Hold
119
﹤0.01% 672
2019
Q4
$2K Hold
119
﹤0.01% 673
2019
Q3
$2K Hold
119
﹤0.01% 665
2019
Q2
$3K Hold
119
﹤0.01% 592
2019
Q1
$3K Buy
119
+84
+240% +$2.12K ﹤0.01% 595
2018
Q4
$1K Hold
35
﹤0.01% 691
2018
Q3
$1K Hold
35
﹤0.01% 618
2018
Q2
$1K Hold
35
﹤0.01% 594
2018
Q1
$1K Hold
35
﹤0.01% 572
2017
Q4
$1K Hold
35
﹤0.01% 586
2017
Q3
$1K Hold
35
﹤0.01% 584
2017
Q2
$1K Hold
35
﹤0.01% 546
2017
Q1
$1K Hold
35
﹤0.01% 550
2016
Q4
$1K Hold
35
﹤0.01% 584
2016
Q3
$1K Hold
35
﹤0.01% 559
2016
Q2
$0 Buy
+35
New ﹤0.01% 609
2015
Q4
Sell
-58
Closed -$1K 591
2015
Q3
$1K Hold
58
﹤0.01% 556
2015
Q2
$2K Buy
+58
New +$2K ﹤0.01% 520