Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14
Closed -$424 706
2024
Q1
$424 Buy
+14
New +$424 ﹤0.01% 557
2020
Q1
Sell
-127
Closed -$3K 267
2019
Q4
$3K Hold
127
﹤0.01% 252
2019
Q3
$2K Hold
127
﹤0.01% 217
2019
Q2
$3K Hold
127
﹤0.01% 227
2019
Q1
$2K Hold
127
﹤0.01% 224
2018
Q4
$3K Hold
127
﹤0.01% 200
2018
Q3
$3K Hold
127
﹤0.01% 207
2018
Q2
$3K Hold
127
﹤0.01% 224
2018
Q1
$3K Hold
127
﹤0.01% 247
2017
Q4
$3K Hold
127
﹤0.01% 241
2017
Q3
$3K Hold
127
﹤0.01% 234
2017
Q2
$2K Hold
127
﹤0.01% 269
2017
Q1
$2K Sell
127
-422
-77% -$6.65K ﹤0.01% 247
2016
Q4
$8K Hold
549
﹤0.01% 202
2016
Q3
$9K Hold
549
﹤0.01% 197
2016
Q2
$7K Sell
549
-83
-13% -$1.06K ﹤0.01% 206
2016
Q1
$8K Hold
632
0.01% 198
2015
Q4
$7K Sell
632
-760
-55% -$8.42K ﹤0.01% 208
2015
Q3
$16K Sell
1,392
-1,427
-51% -$16.4K 0.01% 156
2015
Q2
$38K Buy
2,819
+269
+11% +$3.63K 0.02% 124
2015
Q1
$36K Buy
2,550
+4
+0.2% +$56 0.02% 129
2014
Q4
$46K Buy
2,546
+7
+0.3% +$126 0.02% 114
2014
Q3
$41K Buy
+2,539
New +$41K 0.02% 111