Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,627
Closed -$146K 360
2024
Q3
$146K Hold
2,627
﹤0.01% 345
2024
Q2
$155K Hold
2,627
﹤0.01% 342
2024
Q1
$181K Buy
+2,627
New +$181K ﹤0.01% 352
2021
Q2
Sell
-31,575
Closed -$6.37M 438
2021
Q1
$6.37M Buy
31,575
+1,430
+5% +$288K 0.03% 301
2020
Q4
$5.36M Buy
+30,145
New +$5.36M 0.02% 303