Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,000
Closed -$273K 79
2024
Q1
$273K Hold
2,000
0.1% 66
2023
Q4
$209K Buy
+2,000
New +$209K 0.08% 66
2023
Q3
Sell
-2,000
Closed -$203K 69
2023
Q2
$203K Buy
+2,000
New +$203K 0.08% 64
2021
Q3
Sell
-2,000
Closed -$241K 119
2021
Q2
$241K Hold
2,000
0.06% 97
2021
Q1
$237K Hold
2,000
0.06% 91
2020
Q4
$219K Buy
+2,000
New +$219K 0.05% 104