Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
564
2024
Q1
Hold
0
618
2023
Q1
Hold
0
565
2022
Q4
Sell
-160,000
Closed -$491K 609
2022
Q3
$491K Buy
+160,000
New +$491K 0.05% 121
2022
Q2
Hold
0
569
2021
Q4
Sell
-33,583
Closed -$730K 500
2021
Q3
$730K Buy
+33,583
New +$730K 0.03% 156