Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,882
Closed -$220K 2980
2024
Q1
$220K Buy
+5,882
New +$220K ﹤0.01% 1783
2021
Q2
Sell
-342,897
Closed -$15K 1505
2021
Q1
$15K Buy
342,897
+190,264
+125% +$8.35K 0.87% 3
2020
Q4
$5.87K Buy
152,633
+127,367
+504% +$4.9K 0.39% 20
2020
Q3
$824K Buy
25,266
+15,383
+156% +$502K 0.09% 270
2020
Q2
$369K Buy
+9,883
New +$369K 0.08% 290