Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-553
Closed -$87.5K 228
2024
Q2
$87.5K Buy
+553
New +$87.5K 0.03% 134
2018
Q4
$1.38M Sell
26,542
-4,574
-15% -$237K 1.04% 46
2018
Q3
$244K Buy
31,116
+253
+0.8% +$1.98K 0.15% 94
2018
Q2
$1.93M Buy
30,863
+5,009
+19% +$313K 1.36% 32
2018
Q1
$1.55M Sell
25,854
-2,001
-7% -$120K 1.14% 36
2017
Q4
$1.77M Buy
+27,855
New +$1.77M 1.33% 26