Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-77
Closed -$9.13K 239
2024
Q2
$9.13K Buy
+77
New +$9.13K ﹤0.01% 252
2022
Q2
Sell
-123
Closed -$17K 105
2022
Q1
$17K Buy
+123
New +$17K 0.01% 100
2018
Q4
$1.6M Sell
24,554
-4,443
-15% -$290K 1.21% 31
2018
Q3
$2.62M Sell
28,997
-832
-3% -$75.2K 1.66% 19
2018
Q2
$2.04M Buy
29,829
+5,189
+21% +$355K 1.43% 24
2018
Q1
$1.49M Buy
24,640
+688
+3% +$41.5K 1.09% 41
2017
Q4
$1.63M Buy
+23,952
New +$1.63M 1.23% 32