Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$883K Hold
50,000
1.95% 10
2024
Q3
$247K Hold
50,000
0.56% 15
2024
Q2
$224K Hold
50,000
0.46% 15
2024
Q1
$260K Hold
50,000
0.34% 15
2023
Q4
$339K Hold
50,000
0.39% 16
2023
Q3
$336K Hold
50,000
0.33% 21
2023
Q2
$573K Hold
50,000
0.38% 23
2023
Q1
$1.01M Hold
50,000
0.77% 22
2022
Q4
$1.13M Buy
+50,000
New +$1.13M 0.85% 21