Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-800
Closed -$278K 138
2024
Q1
$278K Hold
800
0.2% 111
2023
Q4
$290K Hold
800
0.23% 104
2023
Q3
$238K Hold
800
0.21% 106
2023
Q2
$264K Hold
800
0.23% 110
2023
Q1
$266K Buy
+800
New +$266K 0.24% 108
2022
Q2
Sell
-800
Closed -$254K 132
2022
Q1
$254K Hold
800
0.21% 124
2021
Q4
$321K Buy
+800
New +$321K 0.26% 115