Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,450
Closed -$379K 2001
2024
Q1
$379K Hold
6,450
﹤0.01% 1392
2023
Q4
$348K Sell
6,450
-1,807
-22% -$97.5K ﹤0.01% 1388
2023
Q3
$413K Buy
8,257
+675
+9% +$33.7K 0.01% 1221
2023
Q2
$390K Sell
7,582
-753
-9% -$38.7K 0.01% 1282
2023
Q1
$463K Buy
8,335
+1,092
+15% +$60.6K 0.01% 1179
2022
Q4
$383K Sell
7,243
-12,396
-63% -$656K 0.01% 1214
2022
Q3
$842K Sell
19,639
-19,906
-50% -$854K 0.01% 777
2022
Q2
$1.83M Buy
+39,545
New +$1.83M 0.03% 460