Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-257
Closed -$65K 81
2023
Q4
$65K Hold
257
0.04% 64
2023
Q3
$68K Hold
257
0.04% 63
2023
Q2
$64K Buy
+257
New +$64K 0.03% 74
2019
Q1
Sell
-30,900
Closed -$4.99M 112
2018
Q4
$4.99M Buy
+30,900
New +$4.99M 3.87% 10