Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-510
Closed -$223K 401
2024
Q3
$223K Sell
510
-50
-9% -$21.9K 0.04% 374
2024
Q2
$328K Hold
560
0.05% 316
2024
Q1
$328K Hold
560
0.05% 316
2023
Q4
$245K Buy
+560
New +$245K 0.04% 352