Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,111
Closed -$219K 1331
2024
Q3
$219K Sell
2,111
-534
-20% -$55.4K ﹤0.01% 1165
2024
Q2
$216K Buy
+2,645
New +$216K ﹤0.01% 1131
2019
Q4
Sell
-6,500
Closed -$214K 1192
2019
Q3
$214K Sell
6,500
-13,000
-67% -$428K ﹤0.01% 1031
2019
Q2
$719K Buy
+19,500
New +$719K 0.02% 659