Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,385
Closed -$200K 61
2024
Q3
$200K Hold
6,385
0.15% 70
2024
Q2
$230K Hold
6,385
0.19% 60
2024
Q1
$241K Hold
6,385
0.21% 56
2023
Q4
$226K Buy
+6,385
New +$226K 0.22% 55