Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,060
Closed -$129K 40
2024
Q3
$129K Hold
1,060
0.05% 23
2024
Q2
$131K Sell
1,060
-10,000
-90% -$1.24M 0.06% 19
2024
Q1
$999K Buy
11,060
+9,560
+637% +$864K 0.38% 21
2023
Q4
$74.3K Hold
1,500
0.03% 23
2023
Q3
$65.2K Buy
+1,500
New +$65.2K 0.04% 19