Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-21,407
Closed -$457K 6233
2024
Q1
$457K Buy
21,407
+8,655
+68% +$185K ﹤0.01% 4160
2023
Q4
$249K Buy
+12,752
New +$249K ﹤0.01% 4816
2020
Q3
Sell
-10,621
Closed -$227K 3965
2020
Q2
$227K Buy
+10,621
New +$227K ﹤0.01% 3308
2014
Q1
Sell
-26,479
Closed -$562K 2503
2013
Q4
$562K Buy
+26,479
New +$562K 0.01% 953