Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-23,617
Closed -$182K 1313
2024
Q1
$182K Sell
23,617
-814
-3% -$6.28K ﹤0.01% 1158
2023
Q4
$207K Buy
+24,431
New +$207K ﹤0.01% 1051
2023
Q1
Sell
-66,125
Closed -$380K 995
2022
Q4
$380K Buy
66,125
+21,176
+47% +$122K 0.01% 725
2022
Q3
$213K Buy
44,949
+14,750
+49% +$69.9K 0.01% 680
2022
Q2
$154K Buy
+30,199
New +$154K ﹤0.01% 676
2020
Q2
Sell
-26,768
Closed -$105K 412
2020
Q1
$105K Buy
+26,768
New +$105K 0.01% 408