Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-88,045
Closed -$366K 688
2024
Q2
$366K Hold
88,045
﹤0.01% 650
2024
Q1
$396K Hold
88,045
﹤0.01% 609
2023
Q4
$799K Hold
88,045
0.01% 553
2023
Q3
$796K Buy
88,045
+17,334
+25% +$157K 0.01% 603
2023
Q2
$685K Hold
70,711
0.01% 605
2023
Q1
$743K Buy
70,711
+4,596
+7% +$48.3K 0.01% 595
2022
Q4
$645K Hold
66,115
0.01% 596
2022
Q3
$1.04M Buy
66,115
+8,470
+15% +$134K 0.02% 563
2022
Q2
$1.25M Hold
57,645
0.02% 544
2022
Q1
$1.21M Buy
+57,645
New +$1.21M 0.02% 567