Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10
Closed -$1.97K 352
2023
Q4
$1.97K Buy
+10
New +$1.97K ﹤0.01% 332
2019
Q4
Sell
-2,900
Closed -$361K 331
2019
Q3
$361K Hold
2,900
0.07% 134
2019
Q2
$329K Sell
2,900
-1,085
-27% -$123K 0.07% 138
2019
Q1
$401K Hold
3,985
0.09% 135
2018
Q4
$340K Buy
3,985
+17
+0.4% +$1.45K 0.09% 139
2018
Q3
$363K Buy
3,968
+468
+13% +$42.8K 0.08% 147
2018
Q2
$298K Buy
+3,500
New +$298K 0.07% 151
2016
Q1
Sell
-232
Closed -$11K 489
2015
Q4
$11K Buy
+232
New +$11K ﹤0.01% 291