Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-590
Closed -$65K 126
2024
Q3
$65K Hold
590
0.03% 76
2024
Q2
$47K Buy
+590
New +$47K 0.03% 80
2023
Q4
Sell
-6,500
Closed -$452K 79
2023
Q3
$452K Buy
+6,500
New +$452K 0.25% 31
2019
Q3
Sell
-8,400
Closed -$238K 106
2019
Q2
$238K Hold
8,400
0.18% 51
2019
Q1
$206K Buy
+8,400
New +$206K 0.14% 66