Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,500
Closed -$74.2K 1911
2024
Q1
$74.2K Buy
+11,500
New +$74.2K ﹤0.01% 1809
2022
Q2
Sell
-15,700
Closed -$181K 1718
2022
Q1
$181K Buy
15,700
+2,100
+15% +$24.2K 0.01% 1325
2021
Q4
$136K Buy
+13,600
New +$136K 0.01% 1180
2021
Q2
Sell
-16,200
Closed -$154K 1161
2021
Q1
$154K Sell
16,200
-1,700
-9% -$16.2K 0.01% 793
2020
Q4
$211K Buy
+17,900
New +$211K 0.04% 761