Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-30,000
Closed -$929K 598
2024
Q2
$929K Buy
30,000
+25,000
+500% +$774K 0.05% 280
2024
Q1
$221K Hold
5,000
0.01% 498
2023
Q4
$251K Buy
+5,000
New +$251K 0.02% 459
2022
Q2
Hold
0
539
2022
Q1
Hold
0
529
2019
Q1
Sell
-14,000
Closed -$657K 408
2018
Q4
$657K Buy
+14,000
New +$657K 0.09% 184