Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,953
Closed -$146K 1139
2024
Q2
$146K Buy
+1,953
New +$146K ﹤0.01% 675
2024
Q1
Hold
0
1239
2023
Q4
Hold
0
1307
2023
Q3
Hold
0
1260
2023
Q2
Hold
0
1222
2022
Q3
Hold
0
1769
2022
Q2
Hold
0
2214
2020
Q4
Hold
0
1530
2020
Q3
Sell
-2,462
Closed -$84K 1366
2020
Q2
$84K Buy
+2,462
New +$84K ﹤0.01% 988
2019
Q4
Sell
-35,427
Closed -$1.22M 1134
2019
Q3
$1.22M Buy
+35,427
New +$1.22M 0.01% 372
2018
Q4
Sell
-3,411
Closed -$112K 1338
2018
Q3
$112K Buy
+3,411
New +$112K ﹤0.01% 879