Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,000
Closed -$130K 236
2024
Q3
$130K Hold
2,000
0.06% 229
2024
Q2
$107K Hold
2,000
0.05% 252
2024
Q1
$106K Hold
2,000
0.05% 263
2023
Q4
$87.2K Hold
2,000
0.05% 285
2023
Q3
$88.2K Hold
2,000
0.05% 266
2023
Q2
$89.4K Hold
2,000
0.05% 278
2023
Q1
$88.7K Hold
2,000
0.05% 271
2022
Q4
$83K Hold
2,000
0.05% 278
2022
Q3
$74K Buy
+2,000
New +$74K 0.05% 286