Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,544
Closed -$73.3K 1671
2024
Q2
$73.3K Buy
2,544
+642
+34% +$18.5K ﹤0.01% 1417
2024
Q1
$73.8K Buy
1,902
+272
+17% +$10.6K ﹤0.01% 649
2023
Q4
$89.2K Buy
+1,630
New +$89.2K ﹤0.01% 606
2016
Q3
Sell
-3,720
Closed -$147K 237
2016
Q2
$147K Sell
3,720
-64
-2% -$2.53K 0.03% 209
2016
Q1
$149K Buy
3,784
+436
+13% +$17.2K 0.03% 196
2015
Q4
$136K Hold
3,348
0.03% 159
2015
Q3
$125K Buy
3,348
+33
+1% +$1.23K 0.03% 152
2015
Q2
$124K Hold
3,315
0.03% 151
2015
Q1
$127K Hold
3,315
0.03% 148
2014
Q4
$116K Hold
3,315
0.03% 145
2014
Q3
$116K Hold
3,315
0.03% 146
2014
Q2
$115K Hold
3,315
0.03% 144
2014
Q1
$106K Buy
+3,315
New +$106K 0.03% 138