Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,006
Closed -$210K 286
2024
Q2
$210K Buy
+6,006
New +$210K 0.03% 261
2018
Q3
Sell
-1,200
Closed -$28K 465
2018
Q2
$28K Sell
1,200
-86
-7% -$2.01K 0.01% 325
2018
Q1
$28K Sell
1,286
-21
-2% -$457 0.01% 327
2017
Q4
$28K Buy
+1,307
New +$28K 0.02% 344