Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,000
Closed -$254K 234
2024
Q2
$254K Hold
5,000
﹤0.01% 194
2024
Q1
$289K Sell
5,000
-35
-0.7% -$2.02K ﹤0.01% 189
2023
Q4
$281K Buy
5,035
+35
+0.7% +$1.96K ﹤0.01% 196
2023
Q3
$272K Hold
5,000
﹤0.01% 191
2023
Q2
$295K Hold
5,000
﹤0.01% 197
2023
Q1
$305K Hold
5,000
﹤0.01% 202
2022
Q4
$304K Hold
5,000
﹤0.01% 191
2022
Q3
$284K Buy
+5,000
New +$284K ﹤0.01% 193