Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,664
Closed -$17K 1941
2023
Q4
$17K Buy
+3,664
New +$17K ﹤0.01% 1343
2023
Q1
Sell
-2,093
Closed -$16K 1966
2022
Q4
$16K Buy
+2,093
New +$16K ﹤0.01% 1308
2019
Q3
Sell
-766
Closed -$38K 1723
2019
Q2
$38K Sell
766
-298
-28% -$14.8K ﹤0.01% 1265
2019
Q1
$83K Buy
1,064
+773
+266% +$60.3K ﹤0.01% 1139
2018
Q4
$18K Sell
291
-798
-73% -$49.4K ﹤0.01% 1374
2018
Q3
$113K Buy
1,089
+885
+434% +$91.8K 0.01% 1166
2018
Q2
$20K Buy
204
+3
+1% +$294 ﹤0.01% 1856
2018
Q1
$22K Sell
201
-143
-42% -$15.7K ﹤0.01% 1810
2017
Q4
$38K Buy
+344
New +$38K ﹤0.01% 2117