Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-49,237
Closed -$329K 1945
2024
Q3
$329K Hold
49,237
﹤0.01% 1682
2024
Q2
$205K Sell
49,237
-1,587
-3% -$6.6K ﹤0.01% 1829
2024
Q1
$229K Hold
50,824
﹤0.01% 1831
2023
Q4
$461K Hold
50,824
0.01% 1568
2023
Q3
$459K Hold
50,824
0.01% 1522
2023
Q2
$492K Hold
50,824
0.01% 1496
2023
Q1
$534K Hold
50,824
0.01% 1462
2022
Q4
$496K Hold
50,824
0.01% 1507
2022
Q3
$801K Buy
50,824
+6,645
+15% +$105K 0.01% 1300
2022
Q2
$960K Hold
44,179
0.01% 1254
2022
Q1
$930K Hold
44,179
0.01% 1377
2021
Q4
$1.4M Buy
+44,179
New +$1.4M 0.01% 1211