Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$437K Hold
847
0.39% 52
2024
Q1
$421K Hold
847
0.39% 57
2023
Q4
$349K Hold
847
0.32% 66
2023
Q3
$321K Hold
847
0.3% 65
2023
Q2
$285K Hold
847
0.26% 74
2023
Q1
$279K Buy
847
+62
+8% +$20.5K 0.26% 71
2022
Q4
$272K Hold
785
0.27% 68
2022
Q3
$244K Hold
785
0.23% 87
2022
Q2
$306K Buy
785
+375
+91% +$146K 0.31% 63
2022
Q1
$167K Buy
+410
New +$167K 0.15% 114