Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,460
Closed -$25.7K 662
2023
Q4
$25.7K Sell
4,460
-24,591
-85% -$142K ﹤0.01% 399
2023
Q3
$139K Buy
+29,051
New +$139K 0.02% 236
2018
Q2
Sell
-47,798
Closed -$263K 127
2018
Q1
$263K Sell
47,798
-1,845
-4% -$10.2K 0.12% 123
2017
Q4
$254K Sell
49,643
-5,164
-9% -$26.4K 0.11% 128
2017
Q3
$258K Sell
54,807
-1,523
-3% -$7.17K 0.12% 105
2017
Q2
$228K Buy
+56,330
New +$228K 0.11% 104