Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-470
Closed -$215K 175
2023
Q4
$215K Hold
470
0.15% 139
2023
Q3
$229K Buy
+470
New +$229K 0.17% 127
2021
Q1
Sell
-1,774
Closed -$728K 170
2020
Q4
$728K Buy
1,774
+84
+5% +$34.5K 0.56% 67
2020
Q3
$699K Sell
1,690
-2,028
-55% -$839K 0.87% 49
2020
Q2
$1.44M Buy
+3,718
New +$1.44M 1.64% 22
2018
Q4
Sell
-2,204
Closed -$746K 132
2018
Q3
$746K Buy
+2,204
New +$746K 0.44% 73
2016
Q3
Sell
-7,013
Closed -$1.26M 109
2016
Q2
$1.26M Buy
7,013
+615
+10% +$111K 1.3% 28
2016
Q1
$1.17M Buy
+6,398
New +$1.17M 1.46% 27