Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,500
Closed -$237K 199
2024
Q3
$237K Buy
+2,500
New +$237K 0.01% 645
2020
Q4
Sell
-12,136
Closed -$535K 1363
2020
Q3
$535K Buy
+12,136
New +$535K 0.01% 983
2019
Q4
Sell
-7,130
Closed -$244K 1799
2019
Q3
$244K Buy
+7,130
New +$244K 0.01% 1335
2019
Q2
Sell
-7,700
Closed -$235K 1429
2019
Q1
$235K Sell
7,700
-11,900
-61% -$363K 0.01% 1108
2018
Q4
$543K Buy
+19,600
New +$543K 0.02% 462