Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-90
Closed -$13K 912
2024
Q2
$13K Sell
90
-9
-9% -$1.3K ﹤0.01% 574
2024
Q1
$15K Buy
99
+59
+148% +$8.94K ﹤0.01% 566
2023
Q4
$5K Buy
40
+15
+60% +$1.88K ﹤0.01% 784
2023
Q3
$4K Buy
+25
New +$4K ﹤0.01% 728
2019
Q1
Sell
-29
Closed -$1K 777
2018
Q4
$1K Buy
+29
New +$1K ﹤0.01% 719
2017
Q1
Sell
-32
Closed -$2K 635
2016
Q4
$2K Hold
32
﹤0.01% 562
2016
Q3
$2K Hold
32
﹤0.01% 532
2016
Q2
$2K Hold
32
﹤0.01% 528
2016
Q1
$2K Hold
32
﹤0.01% 524
2015
Q4
$2K Hold
32
﹤0.01% 528
2015
Q3
$2K Hold
32
﹤0.01% 522
2015
Q2
$2K Hold
32
﹤0.01% 530
2015
Q1
$2K Hold
32
﹤0.01% 495
2014
Q4
$3K Buy
+32
New +$3K ﹤0.01% 362