Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,307
Closed -$288K 1736
2023
Q4
$288K Buy
+9,307
New +$288K ﹤0.01% 645
2020
Q4
Hold
0
857
2020
Q3
Hold
0
700
2019
Q1
Sell
-9,474
Closed -$251K 1108
2018
Q4
$251K Sell
9,474
-7,728
-45% -$205K ﹤0.01% 657
2018
Q3
$517K Buy
+17,202
New +$517K ﹤0.01% 330