Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-598
Closed -$26.2K 2051
2024
Q1
$26.2K Buy
+598
New +$26.2K ﹤0.01% 1200
2023
Q4
Hold
0
2363
2023
Q3
Hold
0
2356
2023
Q2
Hold
0
2326
2023
Q1
Hold
0
2378
2022
Q4
Hold
0
2445
2022
Q3
Sell
-5,608
Closed -$803K 2570
2022
Q2
$803K Buy
5,608
+3,524
+169% +$505K ﹤0.01% 521
2022
Q1
$459K Buy
+2,084
New +$459K ﹤0.01% 772
2021
Q4
Hold
0
2616
2021
Q3
Hold
0
2438