Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-16
Closed -$1.66K 53
2024
Q2
$1.66K Buy
+16
New +$1.66K ﹤0.01% 110
2019
Q4
$323K Sell
3,721
-289
-7% -$25.1K 0.26% 54
2019
Q3
$336K Sell
4,010
-680
-14% -$57K 0.31% 52
2019
Q2
$394K Sell
4,690
-3,894
-45% -$327K 0.38% 50
2019
Q1
$686K Sell
8,584
-258
-3% -$20.6K 0.68% 31
2018
Q4
$640K Sell
8,842
-547
-6% -$39.6K 1.35% 13
2018
Q3
$689K Buy
+9,389
New +$689K 0.47% 42