Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,000
Closed -$225K 106
2024
Q3
$225K Buy
+5,000
New +$225K 0.09% 100
2022
Q3
Sell
-10,000
Closed -$73K 99
2022
Q2
$73K Hold
10,000
0.06% 96
2022
Q1
$68K Hold
10,000
0.05% 109
2021
Q4
$100K Hold
10,000
0.07% 102
2021
Q3
$91K Hold
10,000
0.06% 106
2021
Q2
$84K Hold
10,000
0.06% 108
2021
Q1
$70K Hold
10,000
0.06% 100
2020
Q4
$91K Buy
+10,000
New +$91K 0.08% 96