Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,500
Closed -$687K 293
2023
Q4
$687K Buy
+1,500
New +$687K 0.63% 39
2023
Q3
Sell
-1,100
Closed -$492K 300
2023
Q2
$492K Buy
+1,100
New +$492K 0.45% 50
2022
Q4
Sell
-240
Closed -$116K 311
2022
Q3
$116K Hold
240
0.11% 123
2022
Q2
$112K Hold
240
0.11% 123
2022
Q1
$104K Buy
240
+108
+82% +$46.8K 0.09% 144
2021
Q4
$61K Hold
132
0.05% 187
2021
Q3
$51K Hold
132
0.05% 208
2021
Q2
$58K Buy
+132
New +$58K 0.05% 191