Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,921
Closed -$111K 1422
2024
Q2
$111K Buy
2,921
+121
+4% +$4.59K ﹤0.01% 806
2024
Q1
$104K Buy
2,800
+2,486
+792% +$92.2K ﹤0.01% 788
2023
Q4
$10.4K Hold
314
﹤0.01% 948
2023
Q3
$8.92K Buy
+314
New +$8.92K ﹤0.01% 903
2019
Q4
Sell
-8,349
Closed -$296K 937
2019
Q3
$296K Buy
8,349
+35
+0.4% +$1.24K 0.01% 784
2019
Q2
$322K Sell
8,314
-414
-5% -$16K 0.01% 764
2019
Q1
$314K Sell
8,728
-9
-0.1% -$324 0.01% 770
2018
Q4
$265K Buy
8,737
+9
+0.1% +$273 0.01% 762
2018
Q3
$266K Sell
8,728
-14
-0.2% -$427 0.01% 817
2018
Q2
$246K Buy
8,742
+65
+0.7% +$1.83K 0.01% 836
2018
Q1
$251K Hold
8,677
0.01% 814
2017
Q4
$280K Hold
8,677
0.01% 798
2017
Q3
$271K Hold
8,677
0.01% 811
2017
Q2
$267K Sell
8,677
-30
-0.3% -$923 0.01% 778
2017
Q1
$235K Buy
+8,707
New +$235K 0.01% 810