Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$260K Sell
1,034
-15
-1% -$3.77K 0.01% 495
2024
Q3
$231K Buy
+1,049
New +$231K 0.01% 530
2020
Q1
Sell
-1,548
Closed -$216K 262
2019
Q4
$216K Buy
1,548
+22
+1% +$3.07K 0.02% 232
2019
Q3
$214K Buy
1,526
+40
+3% +$5.61K 0.02% 208
2019
Q2
$216K Buy
1,486
+29
+2% +$4.22K 0.02% 199
2019
Q1
$229K Sell
1,457
-7
-0.5% -$1.1K 0.02% 194
2018
Q4
$237K Sell
1,464
-13
-0.9% -$2.11K 0.03% 163
2018
Q3
$295K Sell
1,477
-20
-1% -$4K 0.03% 139
2018
Q2
$258K Sell
1,497
-510
-25% -$87.9K 0.03% 257
2018
Q1
$290K Sell
2,007
-18
-0.9% -$2.6K 0.03% 210
2017
Q4
$266K Buy
+2,025
New +$266K 0.03% 246