Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$329K Buy
1,496
+4
+0.3% +$879 0.06% 49
2024
Q3
$330K Buy
1,492
+5
+0.3% +$1.11K 0.07% 47
2024
Q2
$257K Buy
1,487
+6
+0.4% +$1.04K 0.06% 53
2024
Q1
$283K Buy
1,481
+105
+8% +$20.1K 0.07% 51
2023
Q4
$225K Buy
+1,376
New +$225K 0.06% 52