Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,505
Closed -$209K 145
2024
Q1
$209K Sell
5,505
-3,824
-41% -$145K 0.18% 145
2023
Q4
$330K Buy
+9,329
New +$330K 0.31% 85
2020
Q1
Sell
-7,135
Closed -$269K 245
2019
Q4
$269K Buy
+7,135
New +$269K 0.1% 154