Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$187K Buy
+420,078
New +$187K 0.01% 313
2024
Q2
Sell
-2,000
Closed -$246K 319
2024
Q1
$246K Hold
2,000
0.01% 288
2023
Q4
$243K Hold
2,000
0.01% 275
2023
Q3
$237K Hold
2,000
0.02% 260
2023
Q2
$263K Hold
2,000
0.02% 271
2023
Q1
$270K Hold
2,000
0.02% 265
2022
Q4
$277K Buy
+2,000
New +$277K 0.02% 245
2022
Q2
Sell
-2,000
Closed -$292K 353
2022
Q1
$292K Hold
2,000
0.02% 249
2021
Q4
$232K Hold
2,000
0.02% 255
2021
Q3
$245K Hold
2,000
0.02% 239
2021
Q2
$261K Hold
2,000
0.02% 232
2021
Q1
$287K Hold
2,000
0.02% 225
2020
Q4
$206K Buy
+2,000
New +$206K 0.02% 254