Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-27,295
Closed -$825K 136
2024
Q1
$825K Buy
27,295
+17,254
+172% +$521K 0.18% 100
2023
Q4
$302K Buy
+10,041
New +$302K 0.14% 84
2020
Q3
Sell
-2,189
Closed -$38K 351
2020
Q2
$38K Buy
2,189
+168
+8% +$2.92K 0.02% 125
2020
Q1
$35K Hold
2,021
0.03% 110
2019
Q4
$42K Buy
+2,021
New +$42K 0.04% 135