Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,000
Closed -$105K 498
2023
Q3
$105K Buy
+10,000
New +$105K ﹤0.01% 426
2020
Q2
Sell
-36,076
Closed -$969K 332
2020
Q1
$969K Sell
36,076
-269,252
-88% -$7.23M 0.02% 210
2019
Q4
$13.1M Buy
305,328
+292,828
+2,343% +$12.6M 0.37% 51
2019
Q3
$510K Buy
+12,500
New +$510K 0.01% 225