Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,000
Closed -$250K 1409
2024
Q3
$250K Buy
+20,000
New +$250K 0.03% 295
2022
Q3
Sell
-14,845
Closed -$122K 1273
2022
Q2
$122K Hold
14,845
0.03% 317
2022
Q1
$268K Hold
14,845
0.05% 224
2021
Q4
$570K Buy
+14,845
New +$570K 0.12% 140