Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-867
Closed -$14.3K 116
2023
Q4
$14.3K Hold
867
0.09% 102
2023
Q3
$19.6K Buy
+867
New +$19.6K 0.14% 96
2017
Q4
$320K Buy
+5,006
New +$320K ﹤0.01% 443
2014
Q3
Sell
-271
Closed -$17K 1169
2014
Q2
$17K Buy
+271
New +$17K ﹤0.01% 2529