Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$70K Hold
5,000
0.06% 135
2024
Q1
$77.5K Hold
5,000
0.07% 135
2023
Q4
$95.1K Hold
5,000
0.09% 124
2023
Q3
$91.6K Hold
5,000
0.09% 130
2023
Q2
$110K Hold
5,000
0.1% 119
2023
Q1
$106K Hold
5,000
0.1% 120
2022
Q4
$68.9K Hold
5,000
0.07% 145
2022
Q3
$111K Hold
5,000
0.11% 127
2022
Q2
$88K Hold
5,000
0.09% 146
2022
Q1
$200K Hold
5,000
0.18% 105
2021
Q4
$373K Hold
5,000
0.33% 61
2021
Q3
$519K Sell
5,000
-2,000
-29% -$208K 0.46% 52
2021
Q2
$434K Buy
+7,000
New +$434K 0.38% 61