Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$616K Buy
4,770
+2,770
+139% +$358K ﹤0.01% 1469
2023
Q4
$229K Buy
+2,000
New +$229K ﹤0.01% 1573
2020
Q1
Sell
-3,509
Closed -$277K 963
2019
Q4
$277K Sell
3,509
-426
-11% -$33.6K 0.01% 745
2019
Q3
$315K Sell
3,935
-73
-2% -$5.84K 0.01% 670
2019
Q2
$334K Buy
+4,008
New +$334K 0.01% 678
2019
Q1
Sell
-4,164
Closed -$276K 1296
2018
Q4
$276K Buy
4,164
+1,235
+42% +$81.9K 0.02% 653
2018
Q3
$235K Buy
+2,929
New +$235K 0.01% 822