Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,000
Closed -$126K 120
2024
Q3
$126K Buy
+4,000
New +$126K 0.27% 91
2024
Q1
Sell
-234
Closed -$7.87K 369
2023
Q4
$7.87K Buy
234
+23
+11% +$773 0.02% 380
2023
Q3
$6.71K Buy
+211
New +$6.71K ﹤0.01% 435