Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,437
Closed -$250K 302
2024
Q2
$250K Buy
+1,437
New +$250K 0.03% 271
2023
Q3
Sell
-330
Closed -$33.3K 1095
2023
Q2
$33.3K Sell
330
-147
-31% -$14.8K ﹤0.01% 582
2023
Q1
$44.4K Buy
+477
New +$44.4K 0.01% 581
2015
Q4
$28.5K Buy
+3,618
New +$28.5K ﹤0.01% 781
2015
Q2
$25K Sell
1,119
-1,848
-62% -$41.3K 0.01% 238
2015
Q1
$70K Buy
+2,967
New +$70K 0.03% 207