Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,300
Closed -$203K 54
2024
Q3
$203K Buy
+2,300
New +$203K 0.13% 50
2024
Q2
Sell
-2,300
Closed -$216K 54
2024
Q1
$216K Sell
2,300
-5
-0.2% -$470 0.15% 52
2023
Q4
$250K Buy
+2,305
New +$250K 0.19% 49