Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-205
Closed -$1K 2721
2024
Q3
$1K Buy
+205
New +$1K ﹤0.01% 2581
2019
Q4
Sell
-34,544
Closed -$549K 1789
2019
Q3
$549K Hold
34,544
﹤0.01% 854
2019
Q2
$694K Hold
34,544
﹤0.01% 795
2019
Q1
$755K Hold
34,544
﹤0.01% 706
2018
Q4
$513K Hold
34,544
﹤0.01% 742
2018
Q3
$819K Buy
+34,544
New +$819K ﹤0.01% 626