Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,000
Closed -$1K 1235
2023
Q4
$1K Hold
1,000
﹤0.01% 1066
2023
Q3
$1K Hold
1,000
﹤0.01% 933
2023
Q2
$2K Hold
1,000
﹤0.01% 784
2023
Q1
$1K Hold
1,000
﹤0.01% 810
2022
Q4
$1K Hold
1,000
﹤0.01% 785
2022
Q3
$2K Hold
1,000
﹤0.01% 782
2022
Q2
$3K Hold
1,000
﹤0.01% 717
2022
Q1
$5K Hold
1,000
﹤0.01% 695
2021
Q4
$4K Hold
1,000
﹤0.01% 710
2021
Q3
$7K Hold
1,000
﹤0.01% 621
2021
Q2
$7K Hold
1,000
﹤0.01% 625
2021
Q1
$10K Hold
1,000
﹤0.01% 540
2020
Q4
$4K Buy
+1,000
New +$4K ﹤0.01% 628
2015
Q4
Hold
0
622
2015
Q3
Hold
0
627
2015
Q2
Hold
0
630
2015
Q1
Hold
0
589
2014
Q4
Hold
0
432