Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,399
Closed -$264K 96
2023
Q4
$264K Buy
+2,399
New +$264K 0.14% 98
2022
Q2
Sell
-1,700
Closed -$201K 87
2022
Q1
$201K Hold
1,700
0.1% 82
2021
Q4
$214K Hold
1,700
0.13% 77
2021
Q3
$219K Hold
1,700
0.12% 76
2021
Q2
$209K Hold
1,700
0.12% 78
2021
Q1
$204K Buy
+1,700
New +$204K 0.13% 81
2018
Q3
Sell
-10,509
Closed -$2.07K 62
2018
Q2
$2.07K Buy
+10,509
New +$2.07K 1.9% 24