Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-292
Closed -$226K 235
2024
Q3
$226K Buy
292
+45
+18% +$34.9K 0.01% 204
2024
Q2
$204K Buy
+247
New +$204K 0.01% 216
2020
Q2
Sell
-2,372
Closed -$341K 172
2020
Q1
$341K Buy
+2,372
New +$341K 0.03% 160