Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
402
2024
Q3
Hold
0
423
2024
Q2
Hold
0
392
2022
Q2
Hold
0
433
2022
Q1
Hold
0
470
2021
Q4
Sell
-9,766
Closed -$267K 518
2021
Q3
$267K Buy
+9,766
New +$267K 0.01% 383
2021
Q2
Hold
0
793