Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
429
2023
Q4
Hold
0
497
2022
Q2
Sell
-2,403
Closed -$863K 1197
2022
Q1
$863K Sell
2,403
-69
-3% -$24.8K 0.02% 627
2021
Q4
$871K Buy
+2,472
New +$871K 0.02% 593
2018
Q3
Sell
-14,265
Closed -$326K 186
2018
Q2
$326K Buy
+14,265
New +$326K 0.07% 106