Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$345K Sell
7,218
-10
-0.1% -$479 0.02% 406
2024
Q3
$321K Sell
7,228
-9
-0.1% -$400 0.01% 426
2024
Q2
$308K Hold
7,237
0.01% 440
2024
Q1
$301K Buy
7,237
+242
+3% +$10.1K 0.01% 459
2023
Q4
$257K Buy
+6,995
New +$257K 0.01% 484