Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,431
Closed -$581K 417
2024
Q1
$581K Buy
5,431
+381
+8% +$40.7K 0.1% 184
2023
Q4
$592K Buy
+5,050
New +$592K 0.12% 175
2018
Q2
Sell
-13
Closed -$2K 397
2018
Q1
$2K Hold
13
﹤0.01% 491
2017
Q4
$2K Buy
+13
New +$2K ﹤0.01% 424