Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$250K Sell
6,973
-10,569
-60% -$379K ﹤0.01% 567
2024
Q2
$614K Sell
17,542
-187
-1% -$6.55K 0.01% 376
2024
Q1
$531K Buy
+17,729
New +$531K 0.01% 389
2020
Q2
Hold
0
67
2020
Q1
Hold
0
63
2019
Q4
Hold
0
58
2019
Q3
Hold
0
46
2019
Q2
Hold
0
36
2019
Q1
Hold
0
27
2018
Q4
Hold
0
19
2018
Q3
Hold
0
16