Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$610K Hold
46,131
﹤0.01% 2541
2023
Q4
$517K Buy
46,131
+3,631
+9% +$40.7K ﹤0.01% 2703
2023
Q3
$611K Buy
42,500
+7,771
+22% +$112K ﹤0.01% 2567
2023
Q2
$661K Buy
+34,729
New +$661K ﹤0.01% 2625
2020
Q2
Sell
-54,399
Closed -$208K 3346
2020
Q1
$208K Sell
54,399
-40,404
-43% -$154K ﹤0.01% 3022
2019
Q4
$738K Buy
+94,803
New +$738K ﹤0.01% 2701