Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,000
Closed -$324K 207
2023
Q4
$324K Buy
+4,000
New +$324K 0.06% 177
2023
Q1
Sell
-2,500
Closed -$406K 253
2022
Q4
$406K Sell
2,500
-2,500
-50% -$406K 0.08% 168
2022
Q3
$501K Buy
+5,000
New +$501K 0.18% 109
2020
Q1
Sell
-10,000
Closed -$443K 155
2019
Q4
$443K Buy
+10,000
New +$443K 0.11% 138