Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,685
Closed -$241K 1887
2024
Q3
$241K Buy
15,685
+2,794
+22% +$43K ﹤0.01% 1874
2024
Q2
$176K Sell
12,891
-2,071
-14% -$28.3K ﹤0.01% 1866
2024
Q1
$210K Buy
+14,962
New +$210K ﹤0.01% 1734
2019
Q2
Sell
-803
Closed -$10K 1113
2019
Q1
$10K Buy
803
+759
+1,725% +$9.45K ﹤0.01% 1174
2018
Q4
$1K Buy
+44
New +$1K ﹤0.01% 1524