Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,443
Closed -$460K 452
2024
Q2
$460K Buy
+6,443
New +$460K 0.05% 234
2019
Q3
Sell
-271
Closed -$16K 756
2019
Q2
$16K Buy
271
+113
+72% +$6.67K 0.01% 437
2019
Q1
$7K Hold
158
﹤0.01% 531
2018
Q4
$7K Buy
158
+19
+14% +$842 ﹤0.01% 497
2018
Q3
$8K Sell
139
-39
-22% -$2.25K ﹤0.01% 497
2018
Q2
$9K Buy
178
+150
+536% +$7.58K 0.01% 487
2018
Q1
$2K Buy
28
+8
+40% +$571 ﹤0.01% 652
2017
Q4
$1K Buy
+20
New +$1K ﹤0.01% 721