Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,793
Closed -$229K 1224
2024
Q1
$229K Buy
+3,793
New +$229K ﹤0.01% 1113
2022
Q3
Sell
-49,275
Closed -$1.84M 1171
2022
Q2
$1.84M Hold
49,275
0.01% 451
2022
Q1
$2.01M Hold
49,275
0.01% 461
2021
Q4
$2.01M Buy
49,275
+1,000
+2% +$40.8K 0.01% 464
2021
Q3
$1.8M Buy
+48,275
New +$1.8M 0.01% 481