Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$675K Hold
3,876
0.03% 191
2024
Q3
$877K Hold
3,876
0.04% 179
2024
Q2
$868K Hold
3,876
0.04% 179
2024
Q1
$991K Sell
3,876
-6
-0.2% -$1.54K 0.05% 165
2023
Q4
$882K Hold
3,882
0.05% 175
2023
Q3
$783K Hold
3,882
0.05% 165
2023
Q2
$712K Hold
3,882
0.04% 191
2023
Q1
$757K Buy
3,882
+1,576
+68% +$307K 0.05% 185
2022
Q4
$412K Buy
2,306
+2,000
+654% +$357K 0.03% 209
2022
Q3
$48K Buy
306
+6
+2% +$941 ﹤0.01% 322
2022
Q2
$47K Buy
+300
New +$47K ﹤0.01% 325