Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-400
Closed -$127K 280
2024
Q3
$127K Hold
400
0.06% 235
2024
Q2
$149K Hold
400
0.07% 172
2024
Q1
$139K Hold
400
0.07% 192
2023
Q4
$183K Hold
400
0.1% 128
2023
Q3
$195K Hold
400
0.11% 111
2023
Q2
$179K Hold
400
0.1% 120
2023
Q1
$194K Hold
400
0.12% 103
2022
Q4
$205K Buy
400
+100
+33% +$51.3K 0.12% 99
2022
Q3
$146K Buy
+300
New +$146K 0.09% 129