Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,584
Closed -$281K 204
2023
Q4
$281K Buy
+2,584
New +$281K 0.01% 182
2020
Q1
Sell
-8,690
Closed -$880K 88
2019
Q4
$880K Hold
8,690
0.07% 46
2019
Q3
$816K Sell
8,690
-25,694
-75% -$2.41M 0.07% 42
2019
Q2
$2.89M Buy
+34,384
New +$2.89M 0.23% 26