Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-65,888
Closed -$599K 1990
2024
Q1
$599K Buy
65,888
+42,509
+182% +$386K 0.01% 627
2023
Q4
$256K Buy
+23,379
New +$256K 0.01% 852
2023
Q3
Sell
-16,205
Closed -$212K 1612
2023
Q2
$212K Buy
+16,205
New +$212K ﹤0.01% 936
2018
Q4
Sell
-8,500
Closed -$622K 140
2018
Q3
$622K Buy
+8,500
New +$622K 0.05% 23