Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,965
Closed -$435K 446
2023
Q4
$435K Buy
9,965
+5,353
+116% +$234K 0.14% 238
2023
Q3
$211K Buy
4,612
+200
+5% +$9.17K 0.15% 240
2023
Q2
$220K Buy
+4,412
New +$220K 0.04% 447
2021
Q2
Sell
-15,570
Closed -$540K 331
2021
Q1
$540K Sell
15,570
-7,072
-31% -$245K 0.06% 355
2020
Q4
$674K Sell
22,642
-7,143
-24% -$213K 0.08% 281
2020
Q3
$530K Buy
+29,785
New +$530K 0.07% 338