Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,423
Closed -$130K 74
2023
Q4
$130K Buy
1,423
+521
+58% +$47.6K 0.1% 71
2023
Q3
$70K Buy
+902
New +$70K 0.06% 78
2019
Q3
Sell
-651
Closed -$94K 371
2019
Q2
$94K Sell
651
-7,123
-92% -$1.03M 0.01% 302
2019
Q1
$1.35M Sell
7,774
-10,357
-57% -$1.8M 0.18% 129
2018
Q4
$2.87M Buy
18,131
+7,389
+69% +$1.17M 0.35% 76
2018
Q3
$1.89M Buy
10,742
+720
+7% +$127K 0.21% 124
2018
Q2
$1.65M Sell
10,022
-203
-2% -$33.4K 0.21% 125
2018
Q1
$1.88M Buy
10,225
+528
+5% +$96.9K 0.23% 112
2017
Q4
$1.91M Buy
+9,697
New +$1.91M 0.24% 98