Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,729
Closed -$341K 2186
2024
Q1
$341K Buy
+12,729
New +$341K ﹤0.01% 1404
2023
Q1
Sell
-15,192
Closed -$472K 2409
2022
Q4
$472K Buy
+15,192
New +$472K 0.01% 1358
2021
Q2
Sell
-10,482
Closed -$160K 2854
2021
Q1
$160K Sell
10,482
-535
-5% -$8.17K ﹤0.01% 2141
2020
Q4
$153K Buy
+11,017
New +$153K ﹤0.01% 1494
2020
Q1
Sell
-12,998
Closed -$201K 741
2019
Q4
$201K Buy
12,998
+11,942
+1,131% +$185K 0.01% 891
2019
Q3
$16K Buy
+1,056
New +$16K ﹤0.01% 1235