Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,940
Closed -$12.5K 2009
2024
Q1
$12.5K Buy
+1,940
New +$12.5K ﹤0.01% 1234
2023
Q1
Sell
-1,780
Closed -$13.4K 1819
2022
Q4
$13.4K Buy
+1,780
New +$13.4K ﹤0.01% 1113
2021
Q4
Sell
-1,347
Closed -$29K 1324
2021
Q3
$29K Buy
+1,347
New +$29K ﹤0.01% 755
2019
Q3
Sell
-176
Closed -$9K 1139
2019
Q2
$9K Buy
+176
New +$9K ﹤0.01% 810
2018
Q4
Sell
-257
Closed -$27K 1580
2018
Q3
$27K Buy
+257
New +$27K ﹤0.01% 1035
2018
Q1
Sell
-504
Closed -$56K 1489
2017
Q4
$56K Buy
504
+295
+141% +$32.8K ﹤0.01% 811
2017
Q3
$25K Buy
+209
New +$25K ﹤0.01% 763
2016
Q4
Sell
-163
Closed -$21K 888
2016
Q3
$21K Buy
+163
New +$21K 0.01% 600