Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,381
Closed -$159K 351
2023
Q4
$159K Sell
10,381
-5,000
-33% -$76.7K 0.06% 214
2023
Q3
$226K Buy
+15,381
New +$226K 0.1% 112
2020
Q1
Sell
-14,405
Closed -$347K 228
2019
Q4
$347K Buy
+14,405
New +$347K 0.27% 122