Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,603
Closed -$121K 1283
2023
Q4
$121K Buy
+10,603
New +$121K ﹤0.01% 1145
2017
Q1
Sell
-16,349
Closed -$248K 303
2016
Q4
$248K Sell
16,349
-628
-4% -$9.53K 0.04% 229
2016
Q3
$265K Sell
16,977
-2,588
-13% -$40.4K 0.05% 186
2016
Q2
$321K Buy
+19,565
New +$321K 0.09% 159