Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,136
Closed -$243K 81
2024
Q3
$243K Hold
2,136
0.33% 66
2024
Q2
$264K Sell
2,136
-100
-4% -$12.4K 0.4% 54
2024
Q1
$295K Hold
2,236
0.47% 46
2023
Q4
$244K Buy
+2,236
New +$244K 0.42% 51