Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
945
2024
Q2
Hold
0
994
2023
Q1
Sell
-120
Closed -$4.43K 1171
2022
Q4
$4.43K Sell
120
-1,902
-94% -$70.2K ﹤0.01% 1121
2022
Q3
$65K Buy
+2,022
New +$65K ﹤0.01% 1234
2019
Q3
Hold
0
1027
2019
Q2
Hold
0
1056
2019
Q1
Sell
-12,224
Closed -$463K 1048
2018
Q4
$463K Buy
12,224
+6,583
+117% +$249K ﹤0.01% 599
2018
Q3
$243K Buy
+5,641
New +$243K ﹤0.01% 736