Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,000
Closed -$722K 5
2024
Q1
$722K Buy
+4,000
New +$722K 0.91% 5
2023
Q2
Sell
-2,119
Closed -$223K 48
2023
Q1
$223K Buy
+2,119
New +$223K 0.14% 24
2022
Q1
Sell
-3,600
Closed -$600K 64
2021
Q4
$600K Buy
+3,600
New +$600K 0.11% 46
2021
Q3
Hold
0
81
2021
Q2
Hold
0
82
2021
Q1
Sell
-26,000
Closed -$4.23M 89
2020
Q4
$4.23M Buy
+26,000
New +$4.23M 2.09% 7