Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$260K Sell
412
-2
-0.5% -$1.26K 0.03% 183
2024
Q3
$321K Hold
414
0.03% 169
2024
Q2
$341K Sell
414
-2
-0.5% -$1.65K 0.04% 169
2024
Q1
$291K Hold
416
0.03% 187
2023
Q4
$242K Buy
+416
New +$242K 0.03% 196