Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-186
Closed -$48.5K 234
2023
Q4
$48.5K Buy
+186
New +$48.5K 0.04% 123
2020
Q1
Sell
-6,866
Closed -$2.24M 93
2019
Q4
$2.24M Buy
6,866
+246
+4% +$80.1K 1.98% 11
2019
Q3
$2.52M Sell
6,620
-99
-1% -$37.7K 2.52% 9
2019
Q2
$2.45M Buy
6,719
+1
+0% +$364 2.57% 9
2019
Q1
$2.56M Sell
6,718
-229
-3% -$87.3K 2.76% 5
2018
Q4
$2.24M Buy
+6,947
New +$2.24M 2.78% 6