Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-283
Closed -$37K 245
2024
Q1
$37K Buy
+283
New +$37K 0.01% 211
2022
Q4
$36K Buy
+324
New +$36K 0.01% 279
2020
Q1
Sell
-4,611
Closed -$400K 261
2019
Q4
$400K Buy
+4,611
New +$400K 0.04% 252
2019
Q3
Sell
-31,362
Closed -$2.51M 372
2019
Q2
$2.51M Sell
31,362
-45,051
-59% -$3.6M 0.25% 91
2019
Q1
$6.06M Buy
76,413
+3,196
+4% +$254K 0.45% 62
2018
Q4
$5.34M Buy
+73,217
New +$5.34M 0.41% 77
2018
Q3
Sell
-16,583
Closed -$960K 398
2018
Q2
$960K Buy
+16,583
New +$960K 0.05% 225
2017
Q4
Sell
-5,613
Closed -$343K 188
2017
Q3
$343K Buy
+5,613
New +$343K 0.06% 93