Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,900
Closed -$202K 321
2024
Q3
$202K Buy
+2,900
New +$202K 0.03% 257
2023
Q4
Sell
-2,900
Closed -$202K 262
2023
Q3
$202K Buy
+2,900
New +$202K 0.04% 232
2022
Q4
Sell
-2,900
Closed -$216K 265
2022
Q3
$216K Hold
2,900
0.05% 240
2022
Q2
$322K Hold
2,900
0.07% 197
2022
Q1
$340K Buy
+2,900
New +$340K 0.07% 212