Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,095
Closed -$55.1K 1511
2023
Q4
$55.1K Buy
+20,095
New +$55.1K ﹤0.01% 1028
2022
Q4
Hold
0
1410
2022
Q3
Sell
-19,614
Closed -$215K 1417
2022
Q2
$215K Buy
+19,614
New +$215K 0.01% 686
2020
Q1
Hold
0
697
2019
Q4
Hold
0
821
2019
Q3
Hold
0
775
2019
Q2
Hold
0
923
2019
Q1
Hold
0
902