Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,400
Closed -$109K 376
2024
Q3
$109K Hold
1,400
0.05% 274
2024
Q2
$99.9K Hold
1,400
0.05% 264
2024
Q1
$114K Hold
1,400
0.06% 247
2023
Q4
$102K Hold
1,400
0.05% 249
2023
Q3
$92.5K Hold
1,400
0.05% 253
2023
Q2
$104K Hold
1,400
0.06% 233
2023
Q1
$108K Hold
1,400
0.06% 213
2022
Q4
$107K Hold
1,400
0.06% 204
2022
Q3
$99K Buy
+1,400
New +$99K 0.06% 200