Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-585
Closed -$203K 154
2024
Q3
$203K Buy
+585
New +$203K 0.04% 153
2024
Q2
Sell
-585
Closed -$212K 156
2024
Q1
$212K Buy
+585
New +$212K 0.05% 150
2023
Q2
Sell
-1,019
Closed -$260K 168
2023
Q1
$260K Hold
1,019
0.06% 165
2022
Q4
$338K Hold
1,019
0.09% 135
2022
Q3
$283K Buy
+1,019
New +$283K 0.09% 149