Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$360K Buy
+6,122
New +$360K ﹤0.01% 1822
2023
Q2
Sell
-3,750
Closed -$208K 1713
2023
Q1
$208K Sell
3,750
-45
-1% -$2.5K ﹤0.01% 1475
2022
Q4
$201K Buy
+3,795
New +$201K ﹤0.01% 1449
2022
Q1
Sell
-6,031
Closed -$347K 1487
2021
Q4
$347K Sell
6,031
-355
-6% -$20.4K 0.01% 1055
2021
Q3
$308K Buy
+6,386
New +$308K 0.01% 1088