Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,000
Closed -$171K 231
2024
Q1
$171K Buy
+22,000
New +$171K 0.03% 233
2023
Q1
Sell
-25,000
Closed -$153K 300
2022
Q4
$153K Buy
+25,000
New +$153K 0.05% 135
2021
Q3
Hold
0
339
2021
Q2
Sell
-53,312
Closed -$1.08M 371
2021
Q1
$1.08M Buy
53,312
+31,393
+143% +$634K 0.11% 93
2020
Q4
$500K Buy
+21,919
New +$500K 0.11% 109