Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-500
Closed -$32.6K 723
2024
Q3
$32.6K Sell
500
-4,800
-91% -$313K ﹤0.01% 331
2024
Q2
$340K Buy
+5,300
New +$340K 0.04% 175
2020
Q1
Sell
-20,850
Closed -$636K 480
2019
Q4
$636K Buy
20,850
+850
+4% +$25.9K 0.13% 111
2019
Q3
$491K Buy
20,000
+9,800
+96% +$241K 0.11% 112
2019
Q2
$254K Buy
+10,200
New +$254K 0.06% 153