Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1333
2024
Q2
Hold
0
1399
2022
Q2
Sell
-8,604
Closed -$237K 2368
2022
Q1
$237K Sell
8,604
-4,359
-34% -$120K ﹤0.01% 960
2021
Q4
$509K Sell
12,963
-1,346
-9% -$52.9K ﹤0.01% 812
2021
Q3
$601K Buy
+14,309
New +$601K ﹤0.01% 846