Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-37,500
Closed -$470K 182
2024
Q2
$470K Hold
37,500
0.09% 77
2024
Q1
$498K Buy
37,500
+31,799
+558% +$422K 0.14% 58
2023
Q4
$69.5K Hold
5,701
0.03% 102
2023
Q3
$70.8K Hold
5,701
0.04% 97
2023
Q2
$86.3K Buy
5,701
+2,000
+54% +$30.3K 0.05% 59
2023
Q1
$46.6K Hold
3,701
0.04% 49
2022
Q4
$43K Buy
3,701
+3,500
+1,741% +$40.7K 0.05% 48
2022
Q3
$2K Hold
201
﹤0.01% 117
2022
Q2
$2K Hold
201
﹤0.01% 65
2022
Q1
$3K Buy
201
+200
+20,000% +$2.99K ﹤0.01% 61
2021
Q4
$0 Buy
+1
New ﹤0.01% 75