Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,753
Closed -$209K 1208
2023
Q4
$209K Buy
+1,753
New +$209K ﹤0.01% 1036
2018
Q4
Sell
-883
Closed -$201K 480
2018
Q3
$201K Buy
883
+40
+5% +$9.11K 0.01% 452
2018
Q2
$205K Buy
+843
New +$205K 0.01% 452
2018
Q1
Sell
-1,700
Closed -$398K 498
2017
Q4
$398K Buy
1,700
+855
+101% +$200K 0.01% 413
2017
Q3
$209K Sell
845
-287
-25% -$71K 0.01% 369
2017
Q2
$202K Buy
+1,132
New +$202K 0.01% 335