Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,456
Closed -$1.71M 63
2024
Q1
$1.71M Buy
5,456
+39
+0.7% +$12.2K 0.8% 29
2023
Q4
$1.3M Buy
+5,417
New +$1.3M 0.67% 33
2021
Q1
Sell
-548
Closed -$66K 186
2020
Q4
$66K Buy
548
+23
+4% +$2.77K 0.03% 92
2020
Q3
$54K Hold
525
0.03% 98
2020
Q2
$46K Buy
+525
New +$46K 0.03% 99