Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,905
Closed -$175K 704
2024
Q2
$175K Hold
7,905
﹤0.01% 688
2024
Q1
$346K Sell
7,905
-11,400
-59% -$499K ﹤0.01% 555
2023
Q4
$1.5M Hold
19,305
﹤0.01% 614
2023
Q3
$1.64M Hold
19,305
﹤0.01% 596
2023
Q2
$2.21M Sell
19,305
-21,635
-53% -$2.48M ﹤0.01% 585
2023
Q1
$4.64M Buy
+40,940
New +$4.64M 0.01% 518