Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,828
Closed -$95.8K 465
2024
Q1
$95.8K Hold
15,828
﹤0.01% 469
2023
Q4
$91.2K Sell
15,828
-2,000
-11% -$11.5K ﹤0.01% 463
2023
Q3
$85.6K Buy
17,828
+6,267
+54% +$30.1K ﹤0.01% 445
2023
Q2
$58.6K Buy
11,561
+984
+9% +$4.99K ﹤0.01% 453
2023
Q1
$45.5K Buy
+10,577
New +$45.5K ﹤0.01% 445
2017
Q2
Sell
-14,533
Closed -$57K 310
2017
Q1
$57K Hold
14,533
﹤0.01% 317
2016
Q4
$62K Buy
+14,533
New +$62K 0.01% 308
2015
Q4
$63K Buy
+15,554
New +$63K 0.01% 252
2014
Q4
$98K Buy
+18,824
New +$98K 0.01% 225
2013
Q4
$123K Buy
+19,149
New +$123K 0.01% 223