Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-24,441
Closed -$288K 1260
2024
Q1
$288K Sell
24,441
-6,046
-20% -$71.2K ﹤0.01% 964
2023
Q4
$348K Buy
30,487
+5,298
+21% +$60.6K ﹤0.01% 803
2023
Q3
$289K Sell
25,189
-1,391
-5% -$16K ﹤0.01% 815
2023
Q2
$309K Buy
+26,580
New +$309K ﹤0.01% 788
2020
Q1
Sell
-24,519
Closed -$358K 573
2019
Q4
$358K Buy
+24,519
New +$358K 0.01% 422