Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-63
Closed -$2.03K 1172
2024
Q1
$2.03K Hold
63
﹤0.01% 1062
2023
Q4
$1.77K Sell
63
-24
-28% -$674 ﹤0.01% 1114
2023
Q3
$1.7K Sell
87
-384
-82% -$7.49K ﹤0.01% 1051
2023
Q2
$14.6K Sell
471
-176
-27% -$5.47K ﹤0.01% 895
2023
Q1
$16.7K Buy
+647
New +$16.7K ﹤0.01% 948
2019
Q2
Sell
-9,665
Closed -$206K 905
2019
Q1
$206K Sell
9,665
-15,559
-62% -$332K ﹤0.01% 855
2018
Q4
$528K Sell
25,224
-7,876
-24% -$165K 0.02% 602
2018
Q3
$1.03M Buy
33,100
+2,624
+9% +$81.5K 0.03% 495
2018
Q2
$817K Buy
30,476
+4,963
+19% +$133K 0.02% 531
2018
Q1
$729K Sell
25,513
-80
-0.3% -$2.29K 0.02% 539
2017
Q4
$790K Sell
25,593
-88
-0.3% -$2.72K 0.02% 546
2017
Q3
$753K Buy
25,681
+272
+1% +$7.98K 0.02% 552
2017
Q2
$752K Buy
+25,409
New +$752K 0.02% 538