Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-500
Closed -$59.5K 616
2023
Q4
$59.5K Hold
500
0.01% 319
2023
Q3
$67.2K Buy
+500
New +$67.2K 0.01% 287
2017
Q3
Sell
-250
Closed -$45K 533
2017
Q2
$45K Hold
250
0.01% 360
2017
Q1
$43K Hold
250
0.01% 381
2016
Q4
$41K Buy
+250
New +$41K 0.01% 366