Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,500
Closed -$279K 91
2024
Q3
$279K Hold
1,500
0.19% 85
2024
Q2
$290K Sell
1,500
-500
-25% -$96.6K 0.21% 83
2024
Q1
$361K Buy
+2,000
New +$361K 0.25% 77
2019
Q1
Sell
-8,000
Closed -$601K 114
2018
Q4
$601K Buy
+8,000
New +$601K 0.07% 74
2018
Q2
Sell
-5,000
Closed -$362K 104
2018
Q1
$362K Buy
+5,000
New +$362K 0.03% 89
2017
Q4
Sell
-12,000
Closed -$577K 89
2017
Q3
$577K Buy
+12,000
New +$577K 0.06% 66