Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,500
Closed -$878K 687
2024
Q1
$878K Buy
+1,500
New +$878K 0.04% 282
2022
Q4
Sell
-963
Closed -$183K 1005
2022
Q3
$183K Buy
963
+273
+40% +$51.9K 0.01% 579
2022
Q2
$130K Buy
690
+237
+52% +$44.7K ﹤0.01% 677
2022
Q1
$110K Buy
+453
New +$110K ﹤0.01% 643
2019
Q1
Sell
-31
Closed -$2K 1246
2018
Q4
$2K Buy
+31
New +$2K ﹤0.01% 747
2018
Q2
Sell
-24
Closed -$2K 1143
2018
Q1
$2K Buy
+24
New +$2K ﹤0.01% 802
2017
Q3
Sell
-25
Closed -$1K 1035
2017
Q2
$1K Buy
+25
New +$1K ﹤0.01% 733