Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-494
Closed -$17.3K 478
2024
Q2
$17.3K Hold
494
0.01% 414
2024
Q1
$14.9K Hold
494
0.01% 415
2023
Q4
$14.9K Hold
494
0.01% 382
2023
Q3
$12.7K Hold
494
0.01% 428
2023
Q2
$15.2K Buy
+494
New +$15.2K 0.01% 337
2020
Q4
Sell
-22,915
Closed -$435K 147
2020
Q3
$435K Sell
22,915
-6,209
-21% -$118K 0.19% 66
2020
Q2
$510K Sell
29,124
-5,033
-15% -$88.1K 0.21% 52
2020
Q1
$593K Sell
34,157
-4,920
-13% -$85.4K 0.28% 50
2019
Q4
$803K Buy
39,077
+2,553
+7% +$52.5K 0.33% 53
2019
Q3
$608K Buy
+36,524
New +$608K 0.17% 64
2019
Q2
Sell
-41,561
Closed -$808K 133
2019
Q1
$808K Buy
+41,561
New +$808K 0.23% 56