Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-800
Closed -$108K 408
2024
Q3
$108K Hold
800
0.05% 279
2024
Q2
$109K Hold
800
0.05% 248
2024
Q1
$103K Hold
800
0.05% 271
2023
Q4
$91.5K Hold
800
0.05% 278
2023
Q3
$72.8K Hold
800
0.04% 307
2023
Q2
$90.1K Hold
800
0.05% 274
2023
Q1
$83.8K Hold
800
0.05% 284
2022
Q4
$88K Hold
800
0.05% 258
2022
Q3
$70K Buy
+800
New +$70K 0.04% 310