Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,798
Closed -$341K 389
2024
Q1
$341K Sell
2,798
-930
-25% -$113K 0.06% 131
2023
Q4
$327K Buy
3,728
+2,353
+171% +$206K 0.06% 116
2023
Q3
$103K Buy
+1,375
New +$103K 0.15% 141
2018
Q4
Sell
-22,721
Closed -$787K 417
2018
Q3
$787K Sell
22,721
-1,312
-5% -$45.4K 0.2% 82
2018
Q2
$846K Sell
24,033
-171
-0.7% -$6.02K 0.21% 92
2018
Q1
$852K Buy
+24,204
New +$852K 0.21% 92