Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,986
Closed -$216K 1606
2024
Q1
$216K Buy
11,986
+4,257
+55% +$76.9K ﹤0.01% 1465
2023
Q4
$216K Buy
+7,729
New +$216K ﹤0.01% 1468
2020
Q2
Sell
-45
Closed -$1.62M 1606
2020
Q1
$1.62M Buy
+45
New +$1.62M 0.01% 579
2014
Q4
Sell
-4,601
Closed -$254K 2100
2014
Q3
$254K Buy
+4,601
New +$254K ﹤0.01% 1687