Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,000
Closed -$587K 1073
2024
Q1
$587K Hold
7,000
﹤0.01% 580
2023
Q4
$587K Buy
+7,000
New +$587K ﹤0.01% 576
2020
Q2
Sell
-8,000
Closed -$466K 815
2020
Q1
$466K Buy
+8,000
New +$466K ﹤0.01% 584
2019
Q3
Sell
-2,808
Closed -$204K 881
2019
Q2
$204K Buy
+2,808
New +$204K ﹤0.01% 702
2018
Q2
Sell
-5,054
Closed -$337K 956
2018
Q1
$337K Buy
+5,054
New +$337K ﹤0.01% 722
2017
Q3
Sell
-4,942
Closed -$310K 1326
2017
Q2
$310K Sell
4,942
-1,502
-23% -$94.2K ﹤0.01% 632
2017
Q1
$401K Buy
6,444
+1,489
+30% +$92.7K 0.01% 577
2016
Q4
$276K Buy
+4,955
New +$276K ﹤0.01% 668