Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-500
Closed -$81.5K 197
2024
Q3
$81.5K Hold
500
0.04% 340
2024
Q2
$68.2K Hold
500
0.03% 343
2024
Q1
$76.6K Hold
500
0.04% 321
2023
Q4
$71.3K Hold
500
0.04% 332
2023
Q3
$65.5K Hold
500
0.04% 326
2023
Q2
$79.5K Hold
500
0.04% 304
2023
Q1
$79.1K Hold
500
0.05% 296
2022
Q4
$70K Hold
500
0.04% 323
2022
Q3
$64K Buy
+500
New +$64K 0.04% 335