Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,000
Closed -$240K 74
2024
Q3
$240K Hold
5,000
0.06% 73
2024
Q2
$236K Hold
5,000
0.07% 73
2024
Q1
$294K Hold
5,000
0.09% 72
2023
Q4
$270K Hold
5,000
0.09% 71
2023
Q3
$250K Hold
5,000
0.09% 76
2023
Q2
$257K Hold
5,000
0.09% 76
2023
Q1
$278K Hold
5,000
0.09% 79
2022
Q4
$265K Buy
+5,000
New +$265K 0.09% 81
2022
Q2
Sell
-5,000
Closed -$261K 88
2022
Q1
$261K Hold
5,000
0.08% 86
2021
Q4
$288K Buy
+5,000
New +$288K 0.09% 81