Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-800
Closed -$70K 158
2024
Q3
$70K Hold
800
0.03% 368
2024
Q2
$56.9K Hold
800
0.03% 369
2024
Q1
$59.2K Hold
800
0.03% 371
2023
Q4
$57.9K Hold
800
0.03% 366
2023
Q3
$59.9K Hold
800
0.03% 346
2023
Q2
$65.3K Hold
800
0.04% 341
2023
Q1
$69.1K Hold
800
0.04% 326
2022
Q4
$71K Hold
800
0.04% 316
2022
Q3
$64K Buy
+800
New +$64K 0.04% 333