Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,279
Closed -$904K 702
2024
Q3
$904K Buy
+8,279
New +$904K 0.01% 579
2024
Q2
Sell
-800
Closed -$116K 990
2024
Q1
$116K Buy
800
+400
+100% +$58K ﹤0.01% 977
2023
Q4
$56.5K Hold
400
﹤0.01% 724
2023
Q3
$53.7K Hold
400
﹤0.01% 704
2023
Q2
$57.4K Buy
+400
New +$57.4K ﹤0.01% 689