Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$389K Hold
11,000
0.56% 46
2023
Q3
$426K Hold
11,000
0.68% 42
2023
Q2
$388K Hold
11,000
0.56% 46
2023
Q1
$417K Hold
11,000
0.61% 44
2022
Q4
$384K Hold
11,000
0.62% 44
2022
Q3
$314K Hold
11,000
0.51% 53
2022
Q2
$312K Buy
+11,000
New +$312K 0.46% 58
2021
Q4
$293K Buy
+11,000
New +$293K 0.31% 78
2021
Q1
$323K Buy
+11,000
New +$323K 0.39% 60