Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,000
Closed -$66.8K 316
2024
Q3
$66.8K Hold
1,000
0.03% 378
2024
Q2
$119K Hold
1,000
0.06% 215
2024
Q1
$107K Hold
1,000
0.05% 260
2023
Q4
$99.5K Hold
1,000
0.05% 259
2023
Q3
$103K Hold
1,000
0.06% 226
2023
Q2
$122K Hold
1,000
0.07% 191
2023
Q1
$154K Hold
1,000
0.09% 135
2022
Q4
$180K Hold
1,000
0.11% 111
2022
Q3
$118K Buy
+1,000
New +$118K 0.07% 161