Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-530
Closed -$25K 498
2024
Q3
$25K Sell
530
-4,720
-90% -$223K 0.02% 442
2024
Q2
$241K Hold
5,250
0.02% 420
2024
Q1
$227K Sell
5,250
-350
-6% -$15.1K 0.02% 430
2023
Q4
$222K Buy
+5,600
New +$222K 0.02% 407