Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-147
Closed -$4.78K 614
2024
Q1
$4.78K Buy
+147
New +$4.78K ﹤0.01% 540
2020
Q2
Sell
-416
Closed -$6K 511
2020
Q1
$6K Hold
416
﹤0.01% 435
2019
Q4
$13K Hold
416
﹤0.01% 426
2019
Q3
$13K Sell
416
-277
-40% -$8.66K ﹤0.01% 418
2019
Q2
$18K Hold
693
﹤0.01% 400
2019
Q1
$15K Sell
693
-415
-37% -$8.98K ﹤0.01% 406
2018
Q4
$23K Sell
1,108
-693
-38% -$14.4K ﹤0.01% 367
2018
Q3
$56K Buy
+1,801
New +$56K 0.01% 317