Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$52K Buy
+6,500
New +$52K 0.02% 371
2019
Q3
Sell
-100
Closed -$6K 1789
2019
Q2
$6K Sell
100
-4,388
-98% -$263K ﹤0.01% 1360
2019
Q1
$428K Buy
+4,488
New +$428K 0.04% 272
2018
Q4
Hold
0
1879
2017
Q4
Hold
0
2452
2017
Q3
Hold
0
2750
2017
Q2
Sell
-1,274
Closed -$98K 3022
2017
Q1
$98K Buy
+1,274
New +$98K ﹤0.01% 1154
2016
Q4
Sell
-1,690
Closed -$101K 3129
2016
Q3
$101K Sell
1,690
-1,026
-38% -$61.3K ﹤0.01% 1102
2016
Q2
$136K Sell
2,716
-2,438
-47% -$122K 0.01% 866
2016
Q1
$231K Buy
+5,154
New +$231K 0.02% 554
2015
Q4
Hold
0
3083