Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$586K Buy
34,165
+15,475
+83% +$265K ﹤0.01% 1504
2023
Q4
$354K Sell
18,690
-855
-4% -$16.2K ﹤0.01% 1325
2023
Q3
$322K Buy
+19,545
New +$322K 0.01% 1284
2023
Q2
Sell
-11,550
Closed -$209K 1739
2023
Q1
$209K Buy
+11,550
New +$209K ﹤0.01% 1473
2020
Q3
Sell
-20,005
Closed -$277K 985
2020
Q2
$277K Buy
+20,005
New +$277K 0.01% 725
2019
Q1
Sell
-34,370
Closed -$332K 1272
2018
Q4
$332K Buy
+34,370
New +$332K 0.02% 604