Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,889
Closed -$215K 359
2023
Q4
$215K Hold
3,889
0.01% 552
2023
Q3
$229K Hold
3,889
0.01% 492
2023
Q2
$253K Hold
3,889
0.02% 475
2023
Q1
$214K Hold
3,889
0.02% 499
2022
Q4
$205K Buy
+3,889
New +$205K 0.02% 486
2022
Q3
Sell
-32,347
Closed -$1.57M 533
2022
Q2
$1.57M Buy
+32,347
New +$1.57M 0.13% 175