Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-16
Closed -$2.02K 1177
2024
Q2
$2.02K Buy
+16
New +$2.02K ﹤0.01% 930
2019
Q1
Sell
-1,161
Closed -$124K 364
2018
Q4
$124K Buy
1,161
+140
+14% +$15K 0.06% 97
2018
Q3
$127K Buy
1,021
+57
+6% +$7.09K 0.07% 92
2018
Q2
$94K Buy
964
+131
+16% +$12.8K 0.06% 104
2018
Q1
$72K Buy
833
+383
+85% +$33.1K 0.04% 119
2017
Q4
$38K Buy
+450
New +$38K 0.02% 159