Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-600
Closed -$142K 287
2024
Q3
$142K Hold
600
0.06% 219
2024
Q2
$127K Hold
600
0.06% 206
2024
Q1
$152K Hold
600
0.08% 174
2023
Q4
$139K Hold
600
0.07% 176
2023
Q3
$118K Hold
600
0.07% 191
2023
Q2
$135K Hold
600
0.08% 169
2023
Q1
$119K Hold
600
0.07% 185
2022
Q4
$123K Hold
600
0.07% 174
2022
Q3
$109K Buy
+600
New +$109K 0.07% 184