Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-236
Closed -$2.71K 2223
2024
Q3
$2.71K Hold
236
﹤0.01% 1921
2024
Q2
$2.36K Hold
236
﹤0.01% 1889
2024
Q1
$2.78K Buy
+236
New +$2.78K ﹤0.01% 1888
2020
Q1
Sell
-302
Closed -$4K 2375
2019
Q4
$4K Sell
302
-41
-12% -$543 ﹤0.01% 1985
2019
Q3
$5K Buy
343
+39
+13% +$569 ﹤0.01% 1956
2019
Q2
$5K Buy
304
+49
+19% +$806 ﹤0.01% 1997
2019
Q1
$4K Hold
255
﹤0.01% 2010
2018
Q4
$4K Buy
255
+38
+18% +$596 ﹤0.01% 2020
2018
Q3
$3K Buy
217
+56
+35% +$774 ﹤0.01% 2121
2018
Q2
$3K Hold
161
﹤0.01% 2081
2018
Q1
$3K Sell
161
-131
-45% -$2.44K ﹤0.01% 2038
2017
Q4
$5K Hold
292
﹤0.01% 1995
2017
Q3
$5K Hold
292
﹤0.01% 1962
2017
Q2
$5K Hold
292
﹤0.01% 1953
2017
Q1
$5K Sell
292
-228
-44% -$3.9K ﹤0.01% 1936
2016
Q4
$8K Hold
520
﹤0.01% 1864
2016
Q3
$8K Buy
520
+93
+22% +$1.43K ﹤0.01% 1864
2016
Q2
$7K Buy
+427
New +$7K ﹤0.01% 1854