Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,003
Closed -$243K 666
2024
Q3
$243K Hold
1,003
0.01% 574
2024
Q2
$220K Buy
1,003
+1
+0.1% +$220 0.01% 572
2024
Q1
$225K Sell
1,002
-163
-14% -$36.6K 0.01% 601
2023
Q4
$256K Buy
+1,165
New +$256K 0.01% 572