Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,000
Closed -$219K 119
2024
Q1
$219K Hold
3,000
0.01% 116
2023
Q4
$222K Hold
3,000
0.01% 105
2023
Q3
$2.99M Hold
3,000
0.01% 120
2023
Q2
$2.98M Hold
3,000
0.01% 125
2023
Q1
$2.98M Buy
+3,000
New +$2.98M 0.01% 117
2020
Q1
Sell
-3,336
Closed -$245K 276
2019
Q4
$245K Buy
+3,336
New +$245K 0.01% 174