Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,000
Closed -$340K 770
2024
Q2
$340K Sell
7,000
-3,500
-33% -$170K 0.02% 384
2024
Q1
$510K Buy
+10,500
New +$510K 0.03% 315
2022
Q1
Hold
0
1042
2021
Q4
Hold
0
1083
2017
Q1
Sell
-3,200
Closed -$129K 547
2016
Q4
$129K Buy
+3,200
New +$129K 0.01% 421