Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-413
Closed -$2.54K 1613
2024
Q3
$2.54K Hold
413
﹤0.01% 1437
2024
Q2
$3.25K Buy
+413
New +$3.25K ﹤0.01% 1387
2023
Q1
Sell
-200
Closed -$1.43K 1645
2022
Q4
$1.43K Hold
200
﹤0.01% 1514
2022
Q3
$1K Hold
200
﹤0.01% 1649
2022
Q2
$1K Hold
200
﹤0.01% 1657
2022
Q1
$1K Hold
200
﹤0.01% 1682
2021
Q4
$1K Hold
200
﹤0.01% 1563
2021
Q3
$1K Buy
+200
New +$1K ﹤0.01% 1479
2015
Q4
Sell
-4,500
Closed -$51K 1239
2015
Q3
$51K Sell
4,500
-59
-1% -$669 ﹤0.01% 701
2015
Q2
$92K Sell
4,559
-489
-10% -$9.87K ﹤0.01% 615
2015
Q1
$109K Buy
+5,048
New +$109K 0.01% 575