Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,005
Closed -$169K 920
2023
Q4
$169K Buy
+10,005
New +$169K 0.01% 774
2021
Q4
Sell
-4,008
Closed -$296K 897
2021
Q3
$296K Sell
4,008
-71
-2% -$5.24K 0.02% 605
2021
Q2
$278K Buy
+4,079
New +$278K 0.02% 597
2018
Q1
Sell
-24,650
Closed -$361K 602
2017
Q4
$361K Sell
24,650
-2,500
-9% -$36.6K 0.05% 378
2017
Q3
$396K Buy
27,150
+13,280
+96% +$194K 0.06% 352
2017
Q2
$250K Buy
+13,870
New +$250K 0.04% 420