Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,734
Closed -$839K 162
2024
Q1
$839K Sell
4,734
-773
-14% -$137K 0.01% 198
2023
Q4
$847K Buy
+5,507
New +$847K 0.01% 200
2021
Q2
Sell
-6,502
Closed -$9K 155
2021
Q1
$9K Buy
+6,502
New +$9K ﹤0.01% 98