Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-500
Closed -$259K 247
2024
Q3
$259K Buy
+500
New +$259K 0.04% 174
2024
Q1
Sell
-1,000
Closed -$597K 270
2023
Q4
$597K Buy
+1,000
New +$597K 0.12% 80
2023
Q2
Sell
-1,000
Closed -$385K 287
2023
Q1
$385K Buy
+1,000
New +$385K 0.08% 145
2021
Q4
Sell
-2,384
Closed -$1.37M 325
2021
Q3
$1.37M Buy
+2,384
New +$1.37M 0.18% 63
2021
Q2
Sell
-3,675
Closed -$1.75M 361
2021
Q1
$1.75M Buy
3,675
+1,975
+116% +$939K 0.18% 56
2020
Q4
$850K Buy
+1,700
New +$850K 0.19% 69