Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$518K Buy
32,339
+2,763
+9% +$44.2K ﹤0.01% 508
2024
Q2
$520K Buy
+29,576
New +$520K ﹤0.01% 534
2018
Q3
Sell
-27,082
Closed -$387K 618
2018
Q2
$387K Sell
27,082
-15,152
-36% -$217K ﹤0.01% 586
2018
Q1
$715K Buy
42,234
+5,043
+14% +$85.4K ﹤0.01% 571
2017
Q4
$698K Buy
37,191
+10,725
+41% +$201K ﹤0.01% 573
2017
Q3
$487K Buy
26,466
+3,645
+16% +$67.1K ﹤0.01% 575
2017
Q2
$396K Buy
+22,821
New +$396K ﹤0.01% 592
2017
Q1
Sell
-13,828
Closed -$194K 660
2016
Q4
$194K Buy
13,828
+1,578
+13% +$22.1K ﹤0.01% 621
2016
Q3
$151K Buy
+12,250
New +$151K ﹤0.01% 621
2016
Q1
Sell
-13,940
Closed -$187K 639
2015
Q4
$187K Sell
13,940
-80
-0.6% -$1.07K ﹤0.01% 621
2015
Q3
$198K Sell
14,020
-9,710
-41% -$137K ﹤0.01% 635
2015
Q2
$393K Buy
23,730
+319
+1% +$5.28K ﹤0.01% 624
2015
Q1
$342K Buy
+23,411
New +$342K ﹤0.01% 594