Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,469
Closed -$218K 35
2024
Q3
$218K Buy
+2,469
New +$218K 0.1% 34
2024
Q2
Sell
-2,469
Closed -$232K 33
2024
Q1
$232K Hold
2,469
0.12% 32
2023
Q4
$268K Hold
2,469
0.16% 33
2023
Q3
$236K Hold
2,469
0.16% 33
2023
Q2
$273K Hold
2,469
0.18% 32
2023
Q1
$303K Hold
2,469
0.23% 30
2022
Q4
$289K Buy
+2,469
New +$289K 0.24% 30