Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-600
Closed -$115K 229
2024
Q3
$115K Hold
600
0.05% 256
2024
Q2
$108K Hold
600
0.05% 250
2024
Q1
$106K Hold
600
0.05% 261
2023
Q4
$92.3K Hold
600
0.05% 275
2023
Q3
$83.7K Hold
600
0.05% 277
2023
Q2
$88.6K Hold
600
0.05% 283
2023
Q1
$91.2K Hold
600
0.05% 264
2022
Q4
$81K Hold
600
0.05% 284
2022
Q3
$70K Buy
+600
New +$70K 0.04% 304