Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,300
Closed -$203K 736
2023
Q4
$203K Buy
+5,300
New +$203K 0.01% 662
2023
Q3
Sell
-6,900
Closed -$209K 710
2023
Q2
$209K Buy
+6,900
New +$209K 0.01% 639
2021
Q3
Sell
-5,300
Closed -$225K 707
2021
Q2
$225K Hold
5,300
0.01% 636
2021
Q1
$223K Hold
5,300
0.01% 628
2020
Q4
$204K Buy
+5,300
New +$204K 0.01% 574