Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-125
Closed -$2.62K 1221
2024
Q1
$2.62K Sell
125
-305
-71% -$6.4K ﹤0.01% 1042
2023
Q4
$8.03K Hold
430
﹤0.01% 973
2023
Q3
$7.88K Buy
430
+230
+115% +$4.21K ﹤0.01% 914
2023
Q2
$3.65K Sell
200
-780
-80% -$14.2K ﹤0.01% 996
2023
Q1
$16.1K Buy
+980
New +$16.1K ﹤0.01% 954
2018
Q2
Sell
-17,610
Closed -$316K 939
2018
Q1
$316K Buy
17,610
+915
+5% +$16.4K 0.01% 759
2017
Q4
$283K Buy
16,695
+6,690
+67% +$113K 0.01% 796
2017
Q3
$162K Buy
+10,005
New +$162K ﹤0.01% 897