Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,833
Closed -$26K 326
2024
Q1
$26K Buy
10,833
+814
+8% +$1.95K ﹤0.01% 350
2023
Q4
$44K Sell
10,019
-1,589
-14% -$6.98K ﹤0.01% 666
2023
Q3
$52K Buy
+11,608
New +$52K ﹤0.01% 618
2019
Q1
Sell
-36,481
Closed -$789K 804
2018
Q4
$789K Buy
+36,481
New +$789K 0.06% 219
2017
Q3
Sell
-9,550
Closed -$208K 1292
2017
Q2
$208K Buy
+9,550
New +$208K 0.01% 1124