Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,610
Closed -$136K 452
2024
Q1
$136K Sell
10,610
-1,080
-9% -$13.8K ﹤0.01% 410
2023
Q4
$133K Sell
11,690
-1,200
-9% -$13.6K ﹤0.01% 405
2023
Q3
$139K Sell
12,890
-3,340
-21% -$35.9K ﹤0.01% 416
2023
Q2
$150K Sell
16,230
-1,220
-7% -$11.2K ﹤0.01% 399
2023
Q1
$143K Buy
+17,450
New +$143K ﹤0.01% 348
2020
Q2
Sell
-217,370
Closed -$1.49M 418
2020
Q1
$1.49M Hold
217,370
0.02% 227
2019
Q4
$2.14M Hold
217,370
0.02% 200
2019
Q3
$1.75M Hold
217,370
0.02% 204
2019
Q2
$1.85M Hold
217,370
0.02% 212
2019
Q1
$2.57M Buy
+217,370
New +$2.57M 0.03% 175