Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-28,000
Closed -$107K 238
2024
Q3
$107K Hold
28,000
0.02% 228
2024
Q2
$86.2K Hold
28,000
0.01% 207
2024
Q1
$159K Buy
28,000
+6,000
+27% +$34.1K 0.03% 184
2023
Q4
$92.4K Hold
22,000
0.02% 175
2023
Q3
$29K Hold
22,000
0.01% 156
2023
Q2
$33.4K Hold
22,000
0.01% 143
2023
Q1
$38.5K Buy
22,000
+7,000
+47% +$12.3K 0.01% 138
2022
Q4
$31.5K Buy
+15,000
New +$31.5K 0.01% 145