Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
185
2024
Q1
Sell
-100,000
Closed -$695K 190
2023
Q4
$695K Buy
+100,000
New +$695K 0.05% 115
2022
Q1
Hold
0
100
2021
Q4
Sell
-23,844
Closed -$886K 95
2021
Q3
$886K Buy
23,844
+18,844
+377% +$700K 0.13% 66
2021
Q2
$251K Buy
+5,000
New +$251K 0.07% 75