Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,068
Closed -$417K 375
2024
Q1
$417K Buy
+3,068
New +$417K 0.01% 267
2021
Q2
Sell
-897
Closed -$82K 766
2021
Q1
$82K Sell
897
-839
-48% -$76.7K ﹤0.01% 605
2020
Q4
$134K Sell
1,736
-9,236
-84% -$713K ﹤0.01% 564
2020
Q3
$648K Sell
10,972
-9,912
-47% -$585K 0.01% 386
2020
Q2
$1.23M Sell
20,884
-2,514
-11% -$148K 0.03% 276
2020
Q1
$1.06M Buy
+23,398
New +$1.06M 0.02% 299