Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,400
Closed -$300K 741
2024
Q2
$300K Buy
+3,400
New +$300K 0.01% 549
2021
Q2
Sell
-2,600
Closed -$248K 706
2021
Q1
$248K Hold
2,600
0.01% 583
2020
Q4
$217K Buy
+2,600
New +$217K 0.01% 542