Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,028
Closed -$231K 223
2024
Q3
$231K Hold
15,028
0.14% 162
2024
Q2
$205K Buy
15,028
+383
+3% +$5.24K 0.14% 173
2024
Q1
$205K Buy
14,645
+226
+2% +$3.17K 0.14% 168
2023
Q4
$194K Buy
+14,419
New +$194K 0.15% 167