Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,875
Closed -$232K 1160
2023
Q4
$232K Hold
9,875
﹤0.01% 816
2023
Q3
$240K Hold
9,875
﹤0.01% 806
2023
Q2
$165K Hold
9,875
﹤0.01% 887
2023
Q1
$153K Hold
9,875
﹤0.01% 885
2022
Q4
$182K Hold
9,875
﹤0.01% 886
2022
Q3
$325K Hold
9,875
﹤0.01% 824
2022
Q2
$254K Hold
9,875
﹤0.01% 879
2022
Q1
$496K Sell
9,875
-3,337
-25% -$168K ﹤0.01% 799
2021
Q4
$1.37M Buy
+13,212
New +$1.37M ﹤0.01% 672