Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,816
Closed -$651K 250
2024
Q1
$651K Buy
1,816
+602
+50% +$216K 0.03% 169
2023
Q4
$496K Buy
+1,214
New +$496K 0.03% 177
2021
Q4
Sell
-500
Closed -$236K 266
2021
Q3
$236K Buy
+500
New +$236K 0.01% 247