Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-554
Closed -$254K 423
2023
Q4
$254K Buy
554
+60
+12% +$27.5K 0.05% 320
2023
Q3
$240K Buy
494
+28
+6% +$13.6K 0.06% 310
2023
Q2
$208K Buy
+466
New +$208K 0.05% 339
2019
Q1
Sell
-52
Closed -$18K 497
2018
Q4
$18K Buy
+52
New +$18K 0.01% 566