Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-700
Closed -$120K 165
2024
Q3
$120K Hold
700
0.05% 247
2024
Q2
$117K Hold
700
0.06% 223
2024
Q1
$128K Hold
700
0.06% 219
2023
Q4
$115K Hold
700
0.06% 224
2023
Q3
$103K Hold
700
0.06% 225
2023
Q2
$113K Hold
700
0.06% 209
2023
Q1
$102K Hold
700
0.06% 228
2022
Q4
$98K Hold
700
0.06% 229
2022
Q3
$79K Buy
+700
New +$79K 0.05% 261