Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,500
Closed -$54.9K 563
2024
Q1
$54.9K Sell
15,500
-41,750
-73% -$148K ﹤0.01% 530
2023
Q4
$196K Sell
57,250
-197,700
-78% -$676K ﹤0.01% 509
2023
Q3
$954K Sell
254,950
-20,000
-7% -$74.8K 0.02% 198
2023
Q2
$1.14M Buy
+274,950
New +$1.14M 0.03% 163