Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-627
Closed -$20K 513
2023
Q4
$20K Sell
627
-15
-2% -$478 0.01% 314
2023
Q3
$18K Buy
642
+134
+26% +$3.76K 0.01% 277
2023
Q2
$13K Sell
508
-44
-8% -$1.13K 0.01% 293
2023
Q1
$11K Buy
+552
New +$11K ﹤0.01% 308
2019
Q2
Sell
-2,403
Closed -$26K 452
2019
Q1
$26K Sell
2,403
-785
-25% -$8.49K ﹤0.01% 385
2018
Q4
$24K Buy
3,188
+908
+40% +$6.84K ﹤0.01% 368
2018
Q3
$23K Buy
+2,280
New +$23K ﹤0.01% 324