Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,732
Closed -$245K 2658
2024
Q1
$245K Sell
7,732
-269
-3% -$8.53K ﹤0.01% 2380
2023
Q4
$272K Buy
+8,001
New +$272K ﹤0.01% 2354
2022
Q2
Sell
-8,629
Closed -$253K 2654
2022
Q1
$253K Sell
8,629
-427
-5% -$12.5K ﹤0.01% 2398
2021
Q4
$251K Buy
+9,056
New +$251K ﹤0.01% 2437
2013
Q3
Sell
-5,220
Closed -$214K 748
2013
Q2
$214K Buy
+5,220
New +$214K 0.01% 677