Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-189
Closed -$35K 228
2024
Q1
$35K Buy
+189
New +$35K 0.01% 217
2019
Q2
Sell
-7,454
Closed -$618K 306
2019
Q1
$618K Sell
7,454
-37,755
-84% -$3.13M 0.05% 253
2018
Q4
$3.06M Buy
45,209
+11,916
+36% +$807K 0.24% 117
2018
Q3
$2.63M Buy
+33,293
New +$2.63M 0.14% 141