Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25,000
Closed -$300K 1114
2024
Q2
$300K Hold
25,000
﹤0.01% 953
2024
Q1
$415K Sell
25,000
-25,000
-50% -$415K ﹤0.01% 907
2023
Q4
$902K Buy
50,000
+3,000
+6% +$54.1K 0.01% 810
2023
Q3
$501K Hold
47,000
﹤0.01% 908
2023
Q2
$599K Buy
+47,000
New +$599K ﹤0.01% 894