Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-29,759
Closed -$89K 3034
2024
Q1
$89K Buy
+29,759
New +$89K ﹤0.01% 1756
2023
Q4
Sell
-695
Closed -$2K 2923
2023
Q3
$2K Sell
695
-868
-56% -$2.5K ﹤0.01% 2022
2023
Q2
$9K Buy
+1,563
New +$9K ﹤0.01% 1985
2020
Q4
Sell
-1,907
Closed -$43K 2461
2020
Q3
$43K Buy
+1,907
New +$43K ﹤0.01% 1615