Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-39
Closed -$615 3941
2024
Q1
$615 Sell
39
-1,164
-97% -$18.4K ﹤0.01% 3566
2023
Q4
$24.2K Buy
+1,203
New +$24.2K ﹤0.01% 2504
2023
Q1
Sell
-361
Closed -$5.5K 3886
2022
Q4
$5.5K Buy
+361
New +$5.5K ﹤0.01% 2559
2018
Q4
Sell
-7,630
Closed -$273K 685
2018
Q3
$273K Buy
7,630
+652
+9% +$23.3K 0.02% 521
2018
Q2
$285 Buy
6,978
+270
+4% +$11 0.03% 423
2018
Q1
$220K Buy
+6,708
New +$220K 0.03% 442