Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,853
Closed -$67K 2039
2024
Q3
$67K Buy
+15,853
New +$67K ﹤0.01% 969
2021
Q3
Sell
-16,709
Closed -$28K 1948
2021
Q2
$28K Buy
+16,709
New +$28K ﹤0.01% 1390
2020
Q3
Sell
-21,342
Closed -$53K 1492
2020
Q2
$53K Buy
+21,342
New +$53K 0.01% 999
2019
Q4
$109K Buy
+24,373
New +$109K 0.01% 1069
2019
Q3
Sell
-73,686
Closed -$175K 1820
2019
Q2
$175K Buy
+73,686
New +$175K 0.01% 1034
2019
Q1
Sell
-10,801
Closed -$82K 1806
2018
Q4
$82K Buy
+10,801
New +$82K ﹤0.01% 1170
2018
Q2
Sell
-12,670
Closed -$117K 2473
2018
Q1
$117K Sell
12,670
-18,618
-60% -$172K 0.01% 1538
2017
Q4
$464K Buy
+31,288
New +$464K 0.02% 891