Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-60,000
Closed -$148K 141
2024
Q1
$148K Buy
+60,000
New +$148K 0.04% 93
2022
Q2
Sell
-10,000
Closed -$78K 221
2022
Q1
$78K Buy
+10,000
New +$78K 0.03% 160
2018
Q4
Hold
0
99
2018
Q3
Hold
0
144