Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$228K Sell
630
-20
-3% -$7.23K 0.06% 156
2024
Q2
$221K Hold
650
0.06% 150
2024
Q1
$233K Sell
650
-350
-35% -$125K 0.07% 146
2023
Q4
$299K Hold
1,000
0.09% 119
2023
Q3
$273K Hold
1,000
0.1% 120
2023
Q2
$305K Hold
1,000
0.11% 113
2023
Q1
$285K Sell
1,000
-30
-3% -$8.56K 0.11% 119
2022
Q4
$252K Buy
+1,030
New +$252K 0.1% 127