Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,782
Closed -$70.2K 36
2024
Q3
$70.2K Sell
11,782
-50,000
-81% -$298K 0.26% 31
2024
Q2
$334K Sell
61,782
-20,000
-24% -$108K 1.49% 21
2024
Q1
$477K Hold
81,782
1.75% 22
2023
Q4
$382K Hold
81,782
1.65% 22
2023
Q3
$469K Hold
81,782
2.55% 16
2023
Q2
$558K Hold
81,782
3.06% 16
2023
Q1
$487K Hold
81,782
3.24% 16
2022
Q4
$517K Buy
+81,782
New +$517K 2.75% 17