Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$163K Hold
2,150
0.04% 137
2024
Q3
$190K Hold
2,150
0.05% 135
2024
Q2
$162K Hold
2,150
0.04% 133
2024
Q1
$202K Hold
2,150
0.05% 131
2023
Q4
$233K Hold
2,150
0.06% 128
2023
Q3
$206K Hold
2,150
0.06% 127
2023
Q2
$237K Hold
2,150
0.07% 126
2023
Q1
$264K Hold
2,150
0.08% 125
2022
Q4
$252K Hold
2,150
0.08% 126
2022
Q3
$179K Hold
2,150
0.06% 136
2022
Q2
$220K Hold
2,150
0.07% 130
2022
Q1
$289K Hold
2,150
0.07% 125
2021
Q4
$358K Hold
2,150
0.09% 120
2021
Q3
$312K Hold
2,150
0.08% 122
2021
Q2
$332K Hold
2,150
0.09% 120
2021
Q1
$286K Hold
2,150
0.08% 125
2020
Q4
$304K Hold
2,150
0.09% 116
2020
Q3
$270K Hold
2,150
0.1% 115
2020
Q2
$211K Hold
2,150
0.08% 124
2020
Q1
$178K Hold
2,150
0.08% 122
2019
Q4
$218K Hold
2,150
0.08% 133
2019
Q3
$202K Hold
2,150
0.08% 140
2019
Q2
$180K Hold
2,150
0.07% 156
2019
Q1
$181K Hold
2,150
0.08% 152
2018
Q4
$159K Sell
2,150
-367
-15% -$27.1K 0.08% 159
2018
Q3
$213K Buy
2,517
+1
+0% +$85 0.09% 135
2018
Q2
$200K Buy
2,516
+1
+0% +$79 0.09% 134
2018
Q1
$167K Buy
+2,515
New +$167K 0.08% 149