Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,680
Closed -$347K 1004
2024
Q2
$347K Buy
4,680
+394
+9% +$29.2K 0.02% 690
2024
Q1
$369K Sell
4,286
-686
-14% -$59K 0.02% 654
2023
Q4
$366K Buy
+4,972
New +$366K 0.02% 638
2019
Q1
Sell
-251
Closed -$14K 850
2018
Q4
$14K Buy
+251
New +$14K 0.01% 1028
2018
Q1
$16K Hold
251
0.01% 941
2017
Q4
$15K Buy
+251
New +$15K 0.01% 946