Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-21,575
Closed -$130K 2760
2024
Q2
$130K Sell
21,575
-30,507
-59% -$183K ﹤0.01% 1989
2024
Q1
$372K Sell
52,082
-57,257
-52% -$409K ﹤0.01% 1532
2023
Q4
$862K Buy
+109,339
New +$862K ﹤0.01% 957
2022
Q1
Sell
-30,907
Closed -$536K 2439
2021
Q4
$536K Sell
30,907
-60,429
-66% -$1.05M 0.02% 922
2021
Q3
$1.82K Buy
+91,336
New +$1.82K 0.05% 228