Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-475
Closed -$246K 120
2024
Q3
$246K Hold
475
0.16% 112
2024
Q2
$264K Hold
475
0.19% 100
2024
Q1
$240K Hold
475
0.18% 105
2023
Q4
$283K Buy
475
+75
+19% +$44.7K 0.22% 86
2023
Q3
$204K Buy
+400
New +$204K 0.19% 94