Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-134
Closed -$13.7K 572
2024
Q2
$13.7K Sell
134
-300
-69% -$30.7K ﹤0.01% 459
2024
Q1
$38.5K Buy
434
+6
+1% +$532 0.01% 298
2023
Q4
$39.1K Sell
428
-109
-20% -$9.97K 0.01% 277
2023
Q3
$42.1K Buy
537
+257
+92% +$20.1K 0.02% 259
2023
Q2
$23.4K Buy
+280
New +$23.4K 0.01% 271
2019
Q4
Sell
-2,396
Closed -$312K 137
2019
Q3
$312K Sell
2,396
-307
-11% -$40K 0.09% 95
2019
Q2
$392K Buy
2,703
+463
+21% +$67.1K 0.11% 79
2019
Q1
$389K Sell
2,240
-302
-12% -$52.4K 0.11% 81
2018
Q4
$405K Buy
+2,542
New +$405K 0.13% 67