Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,000
Closed -$123K 95
2024
Q3
$123K Hold
10,000
0.03% 74
2024
Q2
$150K Hold
10,000
0.03% 80
2024
Q1
$110K Hold
10,000
0.02% 77
2023
Q4
$133K Hold
10,000
0.03% 72
2023
Q3
$97.5K Hold
10,000
0.02% 76
2023
Q2
$165K Hold
10,000
0.04% 69
2023
Q1
$92.5K Hold
10,000
0.03% 65
2022
Q4
$42.5K Buy
10,000
+6,000
+150% +$25.5K 0.01% 57
2022
Q3
$36K Buy
+4,000
New +$36K 0.01% 59