Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-594
Closed -$191K 138
2024
Q3
$191K Hold
594
0.1% 135
2024
Q2
$186K Buy
+594
New +$186K 0.11% 137
2023
Q1
Sell
-823
Closed -$216K 109
2022
Q4
$216K Buy
+823
New +$216K 0.23% 102