Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,458
Closed -$241K 75
2024
Q1
$241K Hold
5,458
0.05% 60
2023
Q4
$274K Buy
+5,458
New +$274K 0.06% 50
2020
Q1
Sell
-4,542
Closed -$269K 33
2019
Q4
$269K Sell
4,542
-386
-8% -$22.9K 0.09% 37
2019
Q3
$252K Buy
+4,928
New +$252K 0.09% 34