Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-855
Closed -$296K 332
2024
Q3
$296K Hold
855
0.04% 278
2024
Q2
$251K Hold
855
0.03% 301
2024
Q1
$285K Hold
855
0.04% 291
2023
Q4
$249K Hold
855
0.04% 291
2023
Q3
$277K Buy
+855
New +$277K 0.05% 272