Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,450
Closed -$226K 137
2024
Q3
$226K Buy
+1,450
New +$226K 0.05% 109
2023
Q4
Sell
-3,850
Closed -$426K 110
2023
Q3
$426K Sell
3,850
-27,400
-88% -$3.03M 0.14% 71
2023
Q2
$4.12M Buy
+31,250
New +$4.12M 1.4% 18
2022
Q1
Sell
-10,064
Closed -$2.33M 113
2021
Q4
$2.33M Buy
+10,064
New +$2.33M 0.67% 26
2021
Q2
Sell
-19
Closed -$4K 182
2021
Q1
$4K Buy
19
+3
+19% +$632 ﹤0.01% 184
2020
Q4
$3K Hold
16
﹤0.01% 146
2020
Q3
$3K Hold
16
﹤0.01% 93
2020
Q2
$2K Sell
16
-5,000
-100% -$625K ﹤0.01% 74
2020
Q1
$466K Buy
+5,016
New +$466K 0.46% 21