Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.04M Sell
2,490
-499
-17% -$209K 0.12% 85
2024
Q3
$1.28M Hold
2,989
0.14% 80
2024
Q2
$1.09M Sell
2,989
-11
-0.4% -$4.02K 0.12% 88
2024
Q1
$1.25M Hold
3,000
0.14% 81
2023
Q4
$987K Buy
+3,000
New +$987K 0.12% 87