Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,392
Closed -$337K 111
2024
Q3
$337K Sell
9,392
-854
-8% -$30.6K 0.07% 85
2024
Q2
$359K Hold
10,246
0.08% 78
2024
Q1
$310K Hold
10,246
0.07% 84
2023
Q4
$308K Hold
10,246
0.07% 85
2023
Q3
$263K Buy
10,246
+2,353
+30% +$60.5K 0.07% 83
2023
Q2
$242K Hold
7,893
0.07% 93
2023
Q1
$232K Buy
+7,893
New +$232K 0.07% 99