Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-23,350
Closed -$327K 772
2024
Q1
$327K Hold
23,350
﹤0.01% 676
2023
Q4
$314K Buy
+23,350
New +$314K ﹤0.01% 671
2021
Q2
Sell
-175,471
Closed -$2.18M 699
2021
Q1
$2.18M Sell
175,471
-42,004
-19% -$523K 0.04% 280
2020
Q4
$2.4M Buy
+217,475
New +$2.4M 0.04% 232