Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,648
Closed -$209K 147
2024
Q3
$209K Hold
6,648
0.04% 137
2024
Q2
$240K Hold
6,648
0.06% 125
2024
Q1
$250K Hold
6,648
0.06% 117
2023
Q4
$235K Hold
6,648
0.07% 111
2023
Q3
$257K Hold
6,648
0.09% 100
2023
Q2
$235K Hold
6,648
0.08% 110
2023
Q1
$252K Hold
6,648
0.1% 104
2022
Q4
$232K Buy
+6,648
New +$232K 0.1% 105
2020
Q1
Sell
-6,088
Closed -$230K 85
2019
Q4
$230K Hold
6,088
0.19% 59
2019
Q3
$231K Buy
+6,088
New +$231K 0.22% 58