Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-28
Closed -$10K 107
2024
Q1
$10K Buy
+28
New +$10K ﹤0.01% 95
2022
Q4
Sell
-715
Closed -$142K 148
2022
Q3
$142K Buy
+715
New +$142K 0.03% 104
2020
Q4
Sell
-12,590
Closed -$2.91M 50
2020
Q3
$2.91M Buy
+12,590
New +$2.91M 0.84% 22