Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,297
Closed -$67.8K 887
2024
Q1
$67.8K Buy
+14,297
New +$67.8K ﹤0.01% 545
2022
Q4
Sell
-15,246
Closed -$26K 1207
2022
Q3
$26K Hold
15,246
﹤0.01% 1130
2022
Q2
$39K Buy
+15,246
New +$39K ﹤0.01% 1178
2014
Q4
Sell
-14,442
Closed -$386K 433
2014
Q3
$386K Buy
+14,442
New +$386K 0.03% 200