Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,300
Closed -$203K 189
2024
Q3
$203K Buy
+2,300
New +$203K 0.09% 178
2024
Q2
Sell
-2,142
Closed -$201K 174
2024
Q1
$201K Hold
2,142
0.1% 167
2023
Q4
$233K Hold
2,142
0.13% 155
2023
Q3
$205K Sell
2,142
-56
-3% -$5.36K 0.11% 175
2023
Q2
$243K Hold
2,198
0.12% 164
2023
Q1
$270K Hold
2,198
0.14% 155
2022
Q4
$257K Buy
+2,198
New +$257K 0.17% 126