Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,482
Closed -$84.8K 26
2024
Q2
$84.8K Sell
10,482
-19,518
-65% -$158K ﹤0.01% 108
2024
Q1
$441K Buy
30,000
+10,000
+50% +$147K 0.01% 104
2023
Q4
$354K Buy
+20,000
New +$354K 0.01% 85
2022
Q1
Sell
-20,000
Closed -$714K 138
2021
Q4
$714K Buy
+20,000
New +$714K 0.02% 139
2021
Q3
Sell
-295,000
Closed -$15.5M 146
2021
Q2
$15.5M Buy
+295,000
New +$15.5M 0.31% 62