Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10
Closed -$382 1296
2024
Q3
$382 Buy
+10
New +$382 ﹤0.01% 1239
2023
Q2
Sell
-148
Closed -$6.3K 1067
2023
Q1
$6.3K Buy
+148
New +$6.3K ﹤0.01% 1028
2020
Q1
Sell
-41,176
Closed -$886K 825
2019
Q4
$886K Buy
+41,176
New +$886K 0.02% 541
2018
Q1
Sell
-10,914
Closed -$588K 907
2017
Q4
$588K Buy
+10,914
New +$588K 0.02% 622
2016
Q1
Sell
-141,444
Closed -$3.35M 841
2015
Q4
$3.35M Buy
+141,444
New +$3.35M 0.12% 201
2013
Q4
Sell
-4,464
Closed -$87K 872
2013
Q3
$87K Sell
4,464
-1,048
-19% -$20.4K ﹤0.01% 804
2013
Q2
$103K Buy
+5,512
New +$103K ﹤0.01% 791