Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
347
2024
Q1
Hold
0
303
2019
Q3
Sell
-500
Closed -$252K 187
2019
Q2
$252K Buy
+500
New +$252K 0.02% 150
2017
Q2
Sell
-2,350
Closed -$941K 224
2017
Q1
$941K Buy
+2,350
New +$941K 0.05% 146