Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-134,977
Closed -$251K 1985
2024
Q1
$251K Buy
134,977
+24,353
+22% +$45.3K ﹤0.01% 1833
2023
Q4
$210K Buy
+110,624
New +$210K ﹤0.01% 1784
2021
Q2
Sell
-8,297
Closed -$402K 1939
2021
Q1
$402K Buy
+8,297
New +$402K ﹤0.01% 1541