Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-56,080
Closed -$104K 4382
2024
Q2
$104K Hold
56,080
﹤0.01% 3354
2024
Q1
$93K Hold
56,080
﹤0.01% 3665
2023
Q4
$130K Hold
56,080
﹤0.01% 3645
2023
Q3
$159K Sell
56,080
-6,944
-11% -$19.7K ﹤0.01% 3131
2023
Q2
$271K Buy
63,024
+6,944
+12% +$29.9K ﹤0.01% 2946
2023
Q1
$290K Hold
56,080
﹤0.01% 2954
2022
Q4
$302K Hold
56,080
﹤0.01% 2886
2022
Q3
$296K Hold
56,080
﹤0.01% 2870
2022
Q2
$384K Hold
56,080
﹤0.01% 2755
2022
Q1
$712K Buy
+56,080
New +$712K ﹤0.01% 2555