Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$209K Buy
+2,485
New +$209K 0.02% 162
2019
Q4
Sell
-6,699
Closed -$279K 184
2019
Q3
$279K Sell
6,699
-45,208
-87% -$1.88M 0.1% 171
2019
Q2
$2.04M Sell
51,907
-27,151
-34% -$1.07M 0.61% 32
2019
Q1
$3.11M Buy
79,058
+15,978
+25% +$628K 0.91% 26
2018
Q4
$1.84M Sell
63,080
-57,832
-48% -$1.69M 0.55% 45
2018
Q3
$4.43M Buy
120,912
+57,263
+90% +$2.1M 0.98% 22
2018
Q2
$2.38M Buy
+63,649
New +$2.38M 0.55% 63