Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
289
2023
Q4
Hold
0
227
2023
Q3
Hold
0
276
2021
Q3
Sell
-5,943
Closed -$339K 360
2021
Q2
$339K Buy
+5,943
New +$339K 0.04% 225
2021
Q1
Sell
-17,500
Closed -$917K 341
2020
Q4
$917K Buy
+17,500
New +$917K 0.2% 62