Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,500
Closed -$263K 1007
2024
Q3
$263K Hold
2,500
0.1% 143
2024
Q2
$216K Hold
2,500
0.13% 113
2024
Q1
$263K Hold
2,500
0.17% 103
2023
Q4
$298K Buy
+2,500
New +$298K 0.19% 91