Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,014
Closed -$783K 160
2024
Q1
$783K Buy
13,014
+5,700
+78% +$343K 0.31% 70
2023
Q4
$384K Buy
+7,314
New +$384K 0.17% 98
2019
Q4
Sell
-522
Closed -$21K 340
2019
Q3
$21K Buy
+522
New +$21K 0.02% 243