Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,275
Closed -$213K 389
2024
Q1
$213K Hold
1,275
﹤0.01% 358
2023
Q4
$250K Buy
+1,275
New +$250K 0.02% 187
2021
Q4
Sell
-2,584
Closed -$288K 246
2021
Q3
$288K Hold
2,584
0.02% 196
2021
Q2
$260K Buy
+2,584
New +$260K 0.02% 212