Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$393K Buy
6,228
+1,894
+44% +$120K ﹤0.01% 1762
2023
Q4
$252K Buy
4,334
+101
+2% +$5.87K ﹤0.01% 1520
2023
Q3
$206K Buy
4,233
+58
+1% +$2.82K ﹤0.01% 1531
2023
Q2
$208K Buy
+4,175
New +$208K ﹤0.01% 1487
2020
Q2
Sell
-9,843
Closed -$312K 934
2020
Q1
$312K Buy
9,843
+1,299
+15% +$41.2K 0.02% 587
2019
Q4
$302K Sell
8,544
-3
-0% -$106 0.01% 715
2019
Q3
$282K Buy
+8,547
New +$282K 0.01% 703
2014
Q4
Sell
-49,848
Closed -$711K 687
2014
Q3
$711K Buy
+49,848
New +$711K 0.05% 286