Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$288K Hold
868
0.03% 183
2024
Q2
$272K Buy
868
+4
+0.5% +$1.25K 0.03% 181
2024
Q1
$270K Buy
864
+11
+1% +$3.44K 0.04% 136
2023
Q4
$205K Buy
+853
New +$205K 0.04% 152
2021
Q1
Sell
-803
Closed -$82K 164
2020
Q4
$82K Buy
+803
New +$82K 0.07% 152