Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10
Closed -$592 442
2024
Q3
$592 Hold
10
﹤0.01% 340
2024
Q2
$592 Buy
+10
New +$592 ﹤0.01% 340
2020
Q3
Sell
-4,494
Closed -$1.14M 156
2020
Q2
$1.14M Sell
4,494
-3,316
-42% -$840K 0.56% 25
2020
Q1
$1.14M Buy
+7,810
New +$1.14M 0.8% 17