Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,634
Closed -$1.16M 437
2024
Q2
$1.16M Buy
+18,634
New +$1.16M 0.07% 179
2024
Q1
Sell
-3,500
Closed -$214K 525
2023
Q4
$214K Buy
+3,500
New +$214K 0.01% 416
2020
Q1
Sell
-117
Closed -$9K 923
2019
Q4
$9K Buy
+117
New +$9K ﹤0.01% 975
2019
Q2
Sell
-895
Closed -$74K 1095
2019
Q1
$74K Sell
895
-73
-8% -$6.04K 0.03% 444
2018
Q4
$74K Buy
968
+679
+235% +$51.9K 0.03% 246
2018
Q3
$22K Buy
+289
New +$22K 0.01% 575