Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,000
Closed -$43K 994
2024
Q2
$43K Hold
8,000
﹤0.01% 811
2024
Q1
$55K Hold
8,000
﹤0.01% 766
2023
Q4
$44K Hold
8,000
﹤0.01% 820
2023
Q3
$27K Hold
8,000
﹤0.01% 1031
2023
Q2
$54K Buy
+8,000
New +$54K ﹤0.01% 955
2022
Q2
Sell
-4,000
Closed -$20K 1335
2022
Q1
$20K Hold
4,000
﹤0.01% 1135
2021
Q4
$28K Buy
+4,000
New +$28K ﹤0.01% 1138
2021
Q1
Sell
-3,500
Closed -$41K 1175
2020
Q4
$41K Hold
3,500
﹤0.01% 953
2020
Q3
$26K Buy
+3,500
New +$26K ﹤0.01% 950