Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,050
Closed -$205K 392
2024
Q3
$205K Sell
2,050
-700
-25% -$70K ﹤0.01% 383
2024
Q2
$245K Hold
2,750
0.01% 324
2024
Q1
$229K Hold
2,750
﹤0.01% 344
2023
Q4
$215K Hold
2,750
0.02% 202
2023
Q3
$212K Hold
2,750
0.02% 194
2023
Q2
$226K Buy
+2,750
New +$226K 0.02% 204