Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-700
Closed -$123K 267
2024
Q3
$123K Hold
700
0.06% 241
2024
Q2
$114K Hold
700
0.05% 229
2024
Q1
$104K Hold
700
0.05% 269
2023
Q4
$90K Hold
700
0.05% 280
2023
Q3
$73.6K Hold
700
0.04% 304
2023
Q2
$73K Hold
700
0.04% 318
2023
Q1
$70.6K Hold
700
0.04% 321
2022
Q4
$65K Hold
700
0.04% 339
2022
Q3
$56K Buy
+700
New +$56K 0.04% 356