Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-60
Closed -$6K 1304
2024
Q3
$6K Buy
+60
New +$6K ﹤0.01% 1099
2020
Q2
Sell
-185
Closed -$19K 703
2020
Q1
$19K Hold
185
﹤0.01% 450
2019
Q4
$23K Hold
185
﹤0.01% 481
2019
Q3
$19K Sell
185
-132
-42% -$13.6K ﹤0.01% 475
2019
Q2
$37K Sell
317
-72
-19% -$8.4K ﹤0.01% 400
2019
Q1
$64K Hold
389
0.01% 320
2018
Q4
$62K Buy
389
+56
+17% +$8.93K 0.01% 290
2018
Q3
$76K Buy
333
+272
+446% +$62.1K 0.01% 270
2018
Q2
$15K Hold
61
﹤0.01% 429
2018
Q1
$14K Buy
61
+50
+455% +$11.5K ﹤0.01% 422
2017
Q4
$3K Hold
11
﹤0.01% 426
2017
Q3
$3K Buy
+11
New +$3K ﹤0.01% 438