Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,750
Closed -$241K 334
2024
Q2
$241K Buy
+1,750
New +$241K 0.01% 269
2018
Q4
Sell
-3,478
Closed -$94K 179
2018
Q3
$94K Hold
3,478
0.03% 111
2018
Q2
$83K Buy
3,478
+428
+14% +$10.2K 0.03% 114
2018
Q1
$63K Buy
+3,050
New +$63K 0.03% 134