Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,975
Closed -$171K 642
2024
Q3
$171K Buy
+9,975
New +$171K 0.01% 300
2022
Q1
Sell
-56
Closed -$1K 1855
2021
Q4
$1K Sell
56
-488
-90% -$8.71K ﹤0.01% 1270
2021
Q3
$10K Buy
+544
New +$10K ﹤0.01% 1196
2020
Q4
Sell
-644
Closed -$6K 1662
2020
Q3
$6K Sell
644
-533
-45% -$4.97K ﹤0.01% 1047
2020
Q2
$16K Buy
+1,177
New +$16K ﹤0.01% 923
2018
Q2
Sell
-1,318
Closed -$43K 1223
2018
Q1
$43K Buy
+1,318
New +$43K 0.02% 488
2017
Q3
Sell
-796
Closed -$40K 1096
2017
Q2
$40K Buy
+796
New +$40K 0.04% 253
2016
Q4
Sell
-3,358
Closed -$262K 1066
2016
Q3
$262K Buy
3,358
+3,208
+2,139% +$250K 0.14% 180
2016
Q2
$13K Buy
+150
New +$13K 0.02% 410