Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$557K Buy
1,605
+597
+59% +$207K ﹤0.01% 1529
2023
Q4
$366K Buy
+1,008
New +$366K 0.01% 1304
2020
Q2
Sell
-898
Closed -$209K 908
2020
Q1
$209K Buy
+898
New +$209K 0.01% 715