Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,000
Closed -$394K 1114
2024
Q1
$394K Hold
10,000
﹤0.01% 837
2023
Q4
$405K Sell
10,000
-15,765
-61% -$639K ﹤0.01% 849
2023
Q3
$1.02M Hold
25,765
0.01% 579
2023
Q2
$1.02M Hold
25,765
0.01% 592
2023
Q1
$879K Hold
25,765
0.01% 621
2022
Q4
$803K Hold
25,765
0.01% 631
2022
Q3
$672K Hold
25,765
0.01% 638
2022
Q2
$842K Buy
25,765
+15,765
+158% +$515K 0.01% 583
2022
Q1
$342K Buy
+10,000
New +$342K ﹤0.01% 884