Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$267K Hold
291
0.14% 90
2024
Q3
$258K Buy
291
+1
+0.3% +$886 0.15% 80
2024
Q2
$247K Hold
290
0.16% 81
2024
Q1
$212K Buy
+290
New +$212K 0.14% 83
2023
Q4
Sell
-400
Closed -$226K 81
2023
Q3
$226K Buy
+400
New +$226K 0.18% 71