Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,390
Closed -$165K 1456
2023
Q4
$165K Buy
+10,390
New +$165K ﹤0.01% 1293
2021
Q3
Sell
-12,943
Closed -$295K 1245
2021
Q2
$295K Buy
+12,943
New +$295K 0.01% 978
2018
Q2
Sell
-1,781
Closed -$23K 2513
2018
Q1
$23K Sell
1,781
-1,850
-51% -$23.9K ﹤0.01% 1972
2017
Q4
$44K Buy
+3,631
New +$44K ﹤0.01% 1579