Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,300
Closed -$406K 91
2024
Q1
$406K Sell
1,300
-2,100
-62% -$656K 0.24% 40
2023
Q4
$819K Buy
3,400
+1,700
+100% +$410K 0.44% 26
2023
Q3
$363K Buy
+1,700
New +$363K 0.2% 37
2021
Q1
Sell
-290
Closed -$35K 132
2020
Q4
$35K Hold
290
0.01% 106
2020
Q3
$30K Hold
290
0.01% 104
2020
Q2
$25K Hold
290
0.02% 72
2020
Q1
$23K Hold
290
0.02% 80
2019
Q4
$27K Hold
290
0.02% 94
2019
Q3
$24K Hold
290
0.02% 92
2019
Q2
$24K Hold
290
0.02% 97
2019
Q1
$23K Hold
290
0.02% 102
2018
Q4
$20K Buy
+290
New +$20K 0.02% 81