Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-83,510
Closed -$581K 2231
2023
Q4
$581K Hold
83,510
﹤0.01% 787
2023
Q3
$695K Hold
83,510
﹤0.01% 713
2023
Q2
$562K Buy
+83,510
New +$562K ﹤0.01% 773
2017
Q3
Sell
-58
Closed 1904
2017
Q2
$0 Buy
+58
New ﹤0.01% 1929