Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,000
Closed -$104K 562
2023
Q4
$104K Hold
15,000
0.01% 514
2023
Q3
$105K Hold
15,000
0.01% 501
2023
Q2
$144K Hold
15,000
0.01% 485
2023
Q1
$137K Sell
15,000
-10,000
-40% -$91K 0.01% 474
2022
Q4
$225K Sell
25,000
-33,298
-57% -$300K 0.02% 444
2022
Q3
$269K Sell
58,298
-15,999
-22% -$73.8K 0.02% 416
2022
Q2
$429K Hold
74,297
0.03% 364
2022
Q1
$429K Hold
74,297
0.03% 372
2021
Q4
$667K Buy
74,297
+34,297
+86% +$308K 0.04% 316
2021
Q3
$423K Hold
40,000
0.02% 360
2021
Q2
$612K Hold
40,000
0.03% 337
2021
Q1
$590K Buy
+40,000
New +$590K 0.04% 301