Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$439K Sell
1,048
-2
-0.2% -$837 0.05% 140
2024
Q3
$501K Hold
1,050
0.05% 138
2024
Q2
$461K Sell
1,050
-1
-0.1% -$439 0.05% 145
2024
Q1
$488K Hold
1,051
0.06% 145
2023
Q4
$432K Buy
+1,051
New +$432K 0.05% 145