Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,057
Closed -$268K 345
2024
Q3
$268K Hold
4,057
0.02% 284
2024
Q2
$293K Hold
4,057
0.03% 258
2024
Q1
$267K Sell
4,057
-100
-2% -$6.58K 0.03% 278
2023
Q4
$274K Buy
+4,157
New +$274K 0.03% 284