Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,595
Closed -$80.4K 516
2024
Q2
$80.4K Buy
+2,595
New +$80.4K 0.02% 317
2018
Q4
Sell
-4,891
Closed -$231K 135
2018
Q3
$231K Buy
4,891
+157
+3% +$7.42K 0.08% 122
2018
Q2
$235K Buy
4,734
+337
+8% +$16.7K 0.09% 120
2018
Q1
$229K Hold
4,397
0.09% 123
2017
Q4
$203K Buy
+4,397
New +$203K 0.08% 127