Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,311
Closed -$239K 129
2024
Q1
$239K Hold
1,311
0.09% 124
2023
Q4
$203K Buy
+1,311
New +$203K 0.08% 127
2022
Q4
$226K Buy
+1,400
New +$226K 0.11% 116
2022
Q3
Sell
-1,400
Closed -$214K 126
2022
Q2
$214K Hold
1,400
0.1% 119
2022
Q1
$227K Buy
+1,400
New +$227K 0.09% 124
2015
Q3
Sell
-3,495
Closed -$235K 127
2015
Q2
$235K Buy
+3,495
New +$235K 0.13% 137