Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,672
Closed -$38.1K 1919
2024
Q3
$38.1K Buy
+10,672
New +$38.1K ﹤0.01% 1164
2022
Q4
Hold
0
1757
2022
Q3
Hold
0
1693
2020
Q1
Sell
-15,869
Closed -$148K 1029
2019
Q4
$148K Buy
+15,869
New +$148K ﹤0.01% 628
2019
Q3
Hold
0
1052
2019
Q2
Sell
-23,417
Closed -$223K 1162
2019
Q1
$223K Buy
+23,417
New +$223K ﹤0.01% 498
2018
Q4
Hold
0
1481
2018
Q3
Hold
0
1447
2018
Q2
Sell
-13,187
Closed -$122K 1322
2018
Q1
$122K Buy
+13,187
New +$122K ﹤0.01% 913
2017
Q4
Sell
-28,492
Closed -$248K 1271
2017
Q3
$248K Buy
+28,492
New +$248K 0.02% 431