Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,370
Closed -$141K 309
2024
Q2
$141K Hold
6,370
﹤0.01% 171
2024
Q1
$279K Sell
6,370
-20,605
-76% -$902K 0.01% 148
2023
Q4
$2.09M Buy
+26,975
New +$2.09M 0.04% 114
2023
Q3
Sell
-20,000
Closed -$2.29M 370
2023
Q2
$2.29M Buy
+20,000
New +$2.29M 0.05% 109
2021
Q3
Sell
-250
Closed -$180K 857
2021
Q2
$180K Hold
250
﹤0.01% 641
2021
Q1
$133K Buy
+250
New +$133K ﹤0.01% 516