Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,000
Closed -$199K 320
2024
Q1
$199K Hold
15,000
0.06% 226
2023
Q4
$204K Sell
15,000
-3,500
-19% -$47.6K 0.06% 224
2023
Q3
$281K Sell
18,500
-9,600
-34% -$146K 0.1% 191
2023
Q2
$738K Buy
28,100
+25,800
+1,122% +$678K 0.26% 99
2023
Q1
$47.7K Sell
2,300
-1,900
-45% -$39.4K 0.02% 224
2022
Q4
$43.3K Hold
4,200
0.02% 241
2022
Q3
$32K Hold
4,200
0.02% 253
2022
Q2
$29K Hold
4,200
0.01% 264
2022
Q1
$45K Hold
4,200
0.02% 252
2021
Q4
$53K Buy
+4,200
New +$53K 0.02% 241