Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$409K Sell
718
-11
-2% -$6.27K 0.05% 143
2024
Q3
$360K Hold
729
0.04% 156
2024
Q2
$426K Buy
729
+36
+5% +$21K 0.05% 152
2024
Q1
$372K Sell
693
-2
-0.3% -$1.07K 0.04% 164
2023
Q4
$322K Buy
+695
New +$322K 0.04% 170