Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,008
Closed -$385K 368
2024
Q3
$385K Sell
2,008
-105
-5% -$20.1K 0.06% 278
2024
Q2
$411K Hold
2,113
0.07% 275
2024
Q1
$411K Sell
2,113
-50
-2% -$9.73K 0.07% 275
2023
Q4
$403K Buy
2,163
+176
+9% +$32.8K 0.07% 265
2023
Q3
$398K Buy
+1,987
New +$398K 0.08% 251