Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$293K Hold
400
0.3% 43
2023
Q4
$264K Hold
400
0.28% 40
2023
Q3
$226K Hold
400
0.23% 42
2023
Q2
$215K Buy
+400
New +$215K 0.2% 47
2022
Q2
Sell
-400
Closed -$230K 53
2022
Q1
$230K Hold
400
0.18% 54
2021
Q4
$227K Buy
+400
New +$227K 0.16% 55