Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$441K Buy
+26,738
New +$441K ﹤0.01% 1683
2023
Q2
Sell
-10,504
Closed -$125K 1697
2023
Q1
$125K Buy
+10,504
New +$125K ﹤0.01% 1542
2021
Q4
Sell
-17,441
Closed -$253K 1475
2021
Q3
$253K Buy
+17,441
New +$253K ﹤0.01% 1191
2017
Q3
Sell
-19,125
Closed -$333K 841
2017
Q2
$333K Buy
19,125
+2,000
+12% +$34.8K 0.02% 571
2017
Q1
$259K Buy
17,125
+2,969
+21% +$44.9K 0.02% 624
2016
Q4
$201K Sell
14,156
-3,406
-19% -$48.4K 0.02% 646
2016
Q3
$218K Sell
17,562
-28
-0.2% -$348 0.02% 645
2016
Q2
$182K Buy
+17,590
New +$182K 0.01% 694