Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,349
Closed -$28K 627
2024
Q3
$28K Buy
+2,349
New +$28K ﹤0.01% 387
2021
Q4
Sell
-1,173
Closed -$65K 1841
2021
Q3
$65K Buy
+1,173
New +$65K ﹤0.01% 857
2021
Q2
Sell
-1,160
Closed -$56K 1817
2021
Q1
$56K Buy
+1,160
New +$56K ﹤0.01% 750
2020
Q3
Sell
-4,240
Closed -$163K 1557
2020
Q2
$163K Buy
4,240
+3,289
+346% +$126K 0.02% 535
2020
Q1
$34K Buy
+951
New +$34K 0.02% 436
2019
Q3
Sell
-1,588
Closed -$128K 1379
2019
Q2
$128K Buy
1,588
+828
+109% +$66.7K 0.04% 433
2019
Q1
$59K Sell
760
-505
-40% -$39.2K 0.02% 504
2018
Q4
$75K Buy
1,265
+490
+63% +$29.1K 0.04% 243
2018
Q3
$50K Buy
+775
New +$50K 0.02% 461
2017
Q1
Sell
-587
Closed -$39K 1013
2016
Q4
$39K Sell
587
-113
-16% -$7.51K 0.04% 420
2016
Q3
$52K Buy
+700
New +$52K 0.03% 463