Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$32.2K Buy
+100
New +$32.2K 0.02% 128
2020
Q4
Sell
-485
Closed -$123K 66
2020
Q3
$123K Sell
485
-60
-11% -$15.2K 0.1% 69
2020
Q2
$129K Sell
545
-30
-5% -$7.1K 0.12% 72
2020
Q1
$117K Sell
575
-4,390
-88% -$893K 0.13% 69
2019
Q4
$1.2M Sell
4,965
-360
-7% -$86.8K 1.12% 39
2019
Q3
$1.03M Sell
5,325
-140
-3% -$27.1K 1.03% 42
2019
Q2
$1.01M Sell
5,465
-320
-6% -$59K 1.02% 41
2019
Q1
$1.1M Sell
5,785
-285
-5% -$54.1K 1.11% 41
2018
Q4
$1.18M Buy
6,070
+60
+1% +$11.7K 1.27% 39
2018
Q3
$1.25M Buy
6,010
+74
+1% +$15.3K 1.15% 42
2018
Q2
$1.1M Sell
5,936
-15
-0.3% -$2.77K 1.06% 40
2018
Q1
$1.02M Buy
5,951
+65
+1% +$11.1K 1% 41
2017
Q4
$1.02M Buy
+5,886
New +$1.02M 0.98% 43