Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,526
Closed -$158K 424
2023
Q4
$158K Sell
10,526
-6,671
-39% -$100K 0.02% 341
2023
Q3
$227K Sell
17,197
-554
-3% -$7.3K 0.03% 284
2023
Q2
$239K Buy
17,751
+396
+2% +$5.33K 0.04% 255
2023
Q1
$206K Buy
+17,355
New +$206K 0.04% 266
2019
Q3
Sell
-4,964
Closed -$56K 494
2019
Q2
$56K Buy
4,964
+788
+19% +$8.89K 0.04% 277
2019
Q1
$50K Buy
4,176
+3,973
+1,957% +$47.6K 0.03% 284
2018
Q4
$2K Sell
203
-2,467
-92% -$24.3K ﹤0.01% 633
2018
Q3
$33K Buy
2,670
+2,492
+1,400% +$30.8K 0.02% 309
2018
Q2
$1K Sell
178
-148
-45% -$831 ﹤0.01% 771
2018
Q1
$3K Sell
326
-198
-38% -$1.82K ﹤0.01% 596
2017
Q4
$9K Buy
+524
New +$9K 0.01% 462