Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,862
Closed -$229K 1186
2024
Q1
$229K Buy
+1,862
New +$229K 0.01% 1079
2022
Q1
Sell
-332
Closed -$38K 1049
2021
Q4
$38K Sell
332
-23,971
-99% -$2.74M ﹤0.01% 1109
2021
Q3
$2.98M Buy
24,303
+2,179
+10% +$267K 0.15% 194
2021
Q2
$2.88M Buy
22,124
+2,220
+11% +$289K 0.14% 201
2021
Q1
$2.86M Buy
+19,904
New +$2.86M 0.16% 191