Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,700
Closed -$185K 240
2024
Q1
$185K Hold
1,700
0.05% 100
2023
Q4
$201K Buy
+1,700
New +$201K 0.06% 95
2022
Q2
Sell
-700
Closed -$84K 254
2022
Q1
$84K Buy
700
+442
+171% +$53K 0.02% 139
2021
Q4
$30K Hold
258
0.01% 237
2021
Q3
$27K Buy
258
+58
+29% +$6.07K 0.01% 244
2021
Q2
$23K Buy
200
+100
+100% +$11.5K 0.01% 203
2021
Q1
$10K Sell
100
-2,000
-95% -$200K ﹤0.01% 232
2020
Q4
$220K Buy
2,100
+600
+40% +$62.9K 0.07% 108
2020
Q3
$166K Buy
1,500
+936
+166% +$104K 0.07% 115
2020
Q2
$60K Buy
+564
New +$60K 0.04% 97
2018
Q4
Sell
-200
Closed -$15K 180
2018
Q3
$15K Buy
+200
New +$15K 0.01% 156