Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$443K Buy
1,735
+273
+19% +$69.6K 0.02% 270
2024
Q1
$379K Buy
+1,462
New +$379K 0.02% 252
2018
Q4
Sell
-4,672
Closed -$624K 170
2018
Q3
$624K Buy
+4,672
New +$624K 0.09% 120