Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,051
Closed -$246K 2717
2024
Q2
$246K Hold
3,051
﹤0.01% 2402
2024
Q1
$232K Buy
+3,051
New +$232K ﹤0.01% 2392
2020
Q3
Sell
-6,000
Closed -$331K 2441
2020
Q2
$331K Sell
6,000
-2,679
-31% -$148K ﹤0.01% 2036
2020
Q1
$264K Hold
8,679
﹤0.01% 1994
2019
Q4
$325K Hold
8,679
﹤0.01% 2119
2019
Q3
$292K Buy
+8,679
New +$292K ﹤0.01% 2130
2019
Q2
Sell
-300
Closed -$19K 2549
2019
Q1
$19K Buy
+300
New +$19K ﹤0.01% 2748