Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,770
Closed -$226K 248
2024
Q2
$226K Buy
+4,770
New +$226K 0.02% 188
2018
Q4
Sell
-48
Closed -$4K 846
2018
Q3
$4K Sell
48
-106
-69% -$8.83K ﹤0.01% 631
2018
Q2
$12K Hold
154
0.01% 434
2018
Q1
$12K Sell
154
-29
-16% -$2.26K 0.01% 446
2017
Q4
$16K Buy
183
+2
+1% +$175 0.01% 467
2017
Q3
$17K Buy
181
+133
+277% +$12.5K 0.01% 448
2017
Q2
$5K Hold
48
﹤0.01% 568
2017
Q1
$5K Hold
48
﹤0.01% 552
2016
Q4
$5K Hold
48
﹤0.01% 559
2016
Q3
$5K Hold
48
﹤0.01% 579
2016
Q2
$6K Hold
48
﹤0.01% 481
2016
Q1
$6K Hold
48
﹤0.01% 454
2015
Q4
$6K Hold
48
﹤0.01% 447
2015
Q3
$6K Sell
48
-44
-48% -$5.5K ﹤0.01% 471
2015
Q2
$11K Hold
92
0.01% 430
2015
Q1
$10K Buy
92
+44
+92% +$4.78K 0.01% 443
2014
Q4
$5K Buy
+48
New +$5K ﹤0.01% 565