Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-262
Closed -$218K 213
2024
Q3
$218K Buy
262
+44
+20% +$36.7K 0.05% 194
2024
Q2
$223K Hold
218
0.05% 183
2024
Q1
$212K Buy
+218
New +$212K 0.05% 189
2022
Q1
Sell
-263
Closed -$209K 175
2021
Q4
$209K Hold
263
0.05% 177
2021
Q3
$202K Buy
+263
New +$202K 0.05% 176