Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-795
Closed -$256K 78
2024
Q3
$256K Hold
795
0.03% 77
2024
Q2
$248K Sell
795
-300
-27% -$93.7K 0.03% 75
2024
Q1
$311K Sell
1,095
-50
-4% -$14.2K 0.04% 76
2023
Q4
$308K Hold
1,145
0.05% 76
2023
Q3
$308K Hold
1,145
0.05% 76
2023
Q2
$254K Hold
1,145
0.04% 83
2023
Q1
$277K Hold
1,145
0.05% 85
2022
Q4
$301K Buy
1,145
+1,090
+1,982% +$286K 0.07% 72
2022
Q3
$12.4K Sell
55
-827
-94% -$186K ﹤0.01% 142
2022
Q2
$215K Buy
882
+827
+1,504% +$202K 0.06% 78
2022
Q1
$13.3K Buy
+55
New +$13.3K ﹤0.01% 141