Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,651
Closed -$14K 2146
2024
Q1
$14K Buy
+1,651
New +$14K ﹤0.01% 1920
2023
Q4
Sell
-1,589
Closed -$15K 2220
2023
Q3
$15K Buy
+1,589
New +$15K ﹤0.01% 1867
2021
Q4
Sell
-2,442
Closed -$333K 2992
2021
Q3
$333K Buy
+2,442
New +$333K ﹤0.01% 2110
2021
Q1
Sell
-3,241
Closed -$583K 2519
2020
Q4
$583K Sell
3,241
-1,610
-33% -$290K 0.01% 894
2020
Q3
$1.05M Buy
+4,851
New +$1.05M 0.03% 451