Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-50,000
Closed -$80K 153
2024
Q2
$80K Hold
50,000
0.02% 90
2024
Q1
$99K Hold
50,000
0.03% 95
2023
Q4
$87.6K Hold
50,000
0.03% 66
2023
Q3
$97.5K Hold
50,000
0.03% 83
2023
Q2
$105K Hold
50,000
0.03% 90
2023
Q1
$112K Buy
+50,000
New +$112K 0.04% 89