Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-30,000
Closed -$112K 343
2024
Q2
$112K Hold
30,000
0.02% 196
2024
Q1
$123K Buy
+30,000
New +$123K 0.02% 241
2022
Q1
Sell
-42,659
Closed -$766K 495
2021
Q4
$766K Buy
+42,659
New +$766K 0.13% 87
2021
Q3
Sell
-7,948
Closed -$389K 516
2021
Q2
$389K Buy
+7,948
New +$389K 0.04% 205