Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-85
Closed -$3.58K 1474
2024
Q2
$3.58K Buy
+85
New +$3.58K ﹤0.01% 1023
2018
Q1
Sell
-15,907
Closed -$522K 939
2017
Q4
$522K Sell
15,907
-14,756
-48% -$484K 0.01% 655
2017
Q3
$1.02M Sell
30,663
-155
-0.5% -$5.18K 0.03% 492
2017
Q2
$1.1M Buy
30,818
+1,837
+6% +$65.3K 0.03% 456
2017
Q1
$891K Buy
+28,981
New +$891K 0.03% 514