Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$268K Hold
4,557
0.03% 189
2024
Q2
$246K Buy
+4,557
New +$246K 0.03% 196
2023
Q2
Sell
-3,499
Closed -$211K 146
2023
Q1
$211K Buy
+3,499
New +$211K 0.08% 131
2021
Q1
Sell
-460
Closed -$13K 138
2020
Q4
$13K Buy
+460
New +$13K 0.01% 281