Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,863
Closed -$375K 254
2024
Q3
$375K Hold
6,863
0.08% 206
2024
Q2
$345K Hold
6,863
0.08% 207
2024
Q1
$321K Hold
6,863
0.08% 206
2023
Q4
$338K Hold
6,863
0.09% 190
2023
Q3
$296K Hold
6,863
0.09% 198
2023
Q2
$253K Hold
6,863
0.04% 214
2023
Q1
$316K Hold
6,863
0.09% 196
2022
Q4
$291K Buy
+6,863
New +$291K 0.09% 201