Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-65
Closed -$38K 375
2024
Q1
$38K Sell
65
-38
-37% -$22.2K 0.01% 250
2023
Q4
$45.1K Sell
103
-122
-54% -$53.5K 0.01% 200
2023
Q3
$89.7K Buy
+225
New +$89.7K 0.13% 161
2022
Q1
Sell
-376
Closed -$127K 465
2021
Q4
$127K Buy
+376
New +$127K 0.11% 95
2020
Q1
Sell
-2,652
Closed -$247K 297
2019
Q4
$247K Buy
+2,652
New +$247K 0.1% 121
2018
Q3
Sell
-13,764
Closed -$1.03M 385
2018
Q2
$1.03M Sell
13,764
-46
-0.3% -$3.46K 0.25% 83
2018
Q1
$1.04M Buy
+13,810
New +$1.04M 0.25% 83
2017
Q4
Sell
-6,029
Closed -$378K 331
2017
Q3
$378K Buy
+6,029
New +$378K 0.09% 200
2017
Q2
Sell
-11,632
Closed -$515K 303
2017
Q1
$515K Buy
+11,632
New +$515K 0.12% 152
2015
Q1
Sell
-7,812
Closed -$432K 229
2014
Q4
$432K Buy
+7,812
New +$432K 0.15% 135