Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$226K Buy
+3,645
New +$226K ﹤0.01% 2143
2021
Q2
Sell
-1,415
Closed -$221K 1328
2021
Q1
$221K Sell
1,415
-50
-3% -$7.81K 0.01% 1103
2020
Q4
$255K Buy
+1,465
New +$255K 0.01% 886