Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,816
Closed -$50K 2690
2024
Q1
$50K Buy
+11,816
New +$50K ﹤0.01% 1816
2023
Q2
Sell
-2,218
Closed -$10K 2828
2023
Q1
$10K Buy
+2,218
New +$10K ﹤0.01% 2065
2021
Q3
Sell
-2,987
Closed -$417K 3366
2021
Q2
$417K Buy
2,987
+91
+3% +$12.7K ﹤0.01% 1842
2021
Q1
$401K Buy
+2,896
New +$401K ﹤0.01% 1752