Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-80,000
Closed -$177K 97
2024
Q3
$177K Buy
+80,000
New +$177K 0.03% 74
2022
Q2
Sell
-1,650
Closed -$61K 89
2022
Q1
$61K Buy
1,650
+100
+6% +$3.7K 0.01% 64
2021
Q4
$108K Buy
1,550
+100
+7% +$6.97K 0.02% 78
2021
Q3
$108K Buy
1,450
+650
+81% +$48.4K 0.02% 71
2021
Q2
$74K Buy
+800
New +$74K 0.02% 69