Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,000
Closed -$1.2M 323
2024
Q3
$1.2M Hold
2,000
0.03% 144
2024
Q2
$1.09M Hold
2,000
0.03% 161
2024
Q1
$1.28M Hold
2,000
0.04% 148
2023
Q4
$1.17M Buy
+2,000
New +$1.17M 0.04% 137