Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-800
Closed -$120K 326
2024
Q3
$120K Hold
800
0.05% 246
2024
Q2
$126K Hold
800
0.06% 207
2024
Q1
$158K Hold
800
0.08% 168
2023
Q4
$139K Hold
800
0.07% 175
2023
Q3
$125K Hold
800
0.07% 172
2023
Q2
$131K Hold
800
0.07% 176
2023
Q1
$124K Hold
800
0.07% 177
2022
Q4
$105K Hold
800
0.06% 210
2022
Q3
$86K Buy
+800
New +$86K 0.05% 234