Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10
Closed -$98.1K 327
2024
Q3
$98.1K Hold
10
0.04% 299
2024
Q2
$75.9K Sell
10
-10
-50% -$75.9K 0.04% 319
2024
Q1
$162K Hold
20
0.08% 162
2023
Q4
$140K Hold
20
0.07% 174
2023
Q3
$119K Buy
+20
New +$119K 0.07% 188