Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,469
Closed -$213K 421
2024
Q1
$213K Buy
+2,469
New +$213K 0.02% 383
2019
Q3
Sell
-57
Closed -$1K 318
2019
Q2
$1K Hold
57
﹤0.01% 737
2019
Q1
$1K Hold
57
﹤0.01% 714
2018
Q4
$1K Sell
57
-18
-24% -$316 ﹤0.01% 707
2018
Q3
$1K Sell
75
-146
-66% -$1.95K ﹤0.01% 686
2018
Q2
$5K Buy
221
+66
+43% +$1.49K ﹤0.01% 560
2018
Q1
$5K Buy
155
+82
+112% +$2.65K ﹤0.01% 529
2017
Q4
$2K Buy
+73
New +$2K ﹤0.01% 621