Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$786K Sell
24,000
-4,500
-16% -$147K 0.01% 379
2024
Q2
$754K Hold
28,500
0.02% 339
2024
Q1
$830K Buy
+28,500
New +$830K 0.02% 315
2021
Q1
Hold
0
22
2020
Q4
Hold
0
23