Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$393K Sell
1,183
-176
-13% -$58.4K 0.09% 184
2024
Q3
$451K Sell
1,359
-736
-35% -$244K 0.07% 255
2024
Q2
$655K Hold
2,095
0.11% 196
2024
Q1
$655K Sell
2,095
-59
-3% -$18.4K 0.11% 196
2023
Q4
$519K Buy
2,154
+2
+0.1% +$482 0.09% 229
2023
Q3
$459K Sell
2,152
-9
-0.4% -$1.92K 0.09% 230
2023
Q2
$435K Buy
+2,161
New +$435K 0.08% 243
2018
Q4
Sell
-2,482
Closed -$215K 218
2018
Q3
$215K Sell
2,482
-218
-8% -$18.9K 0.14% 198
2018
Q2
$202K Buy
2,700
+186
+7% +$13.9K 0.15% 192
2018
Q1
$201K Sell
2,514
-194
-7% -$15.5K 0.15% 183
2017
Q4
$214K Sell
2,708
-20
-0.7% -$1.58K 0.16% 184
2017
Q3
$209K Buy
+2,728
New +$209K 0.17% 174