Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$241K Hold
1,721
0.18% 78
2024
Q3
$231K Buy
1,721
+14
+0.8% +$1.88K 0.18% 83
2024
Q2
$202K Sell
1,707
-9
-0.5% -$1.07K 0.17% 87
2024
Q1
$211K Hold
1,716
0.17% 85
2023
Q4
$204K Sell
1,716
-67
-4% -$7.98K 0.18% 82
2023
Q3
$206K Buy
+1,783
New +$206K 0.19% 77
2022
Q2
Sell
-1,707
Closed -$233K 90
2022
Q1
$233K Hold
1,707
0.22% 78
2021
Q4
$233K Buy
+1,707
New +$233K 0.22% 81