Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,484
Closed -$220K 167
2024
Q3
$220K Buy
+2,484
New +$220K 0.04% 140
2024
Q1
Sell
-1,885
Closed -$205K 168
2023
Q4
$205K Buy
+1,885
New +$205K 0.05% 146
2023
Q3
Sell
-1,885
Closed -$208K 165
2023
Q2
$208K Hold
1,885
0.05% 156
2023
Q1
$231K Hold
1,885
0.06% 176
2022
Q4
$221K Buy
+1,885
New +$221K 0.06% 179