Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$127K Hold
770
0.11% 111
2024
Q1
$135K Hold
770
0.12% 112
2023
Q4
$131K Sell
770
-60
-7% -$10.2K 0.12% 106
2023
Q3
$141K Hold
830
0.13% 104
2023
Q2
$154K Hold
830
0.14% 106
2023
Q1
$151K Sell
830
-40
-5% -$7.29K 0.14% 105
2022
Q4
$157K Hold
870
0.16% 96
2022
Q3
$142K Hold
870
0.14% 114
2022
Q2
$145K Hold
870
0.15% 107
2022
Q1
$146K Hold
870
0.13% 123
2021
Q4
$151K Hold
870
0.13% 116
2021
Q3
$131K Hold
870
0.12% 128
2021
Q2
$129K Buy
+870
New +$129K 0.11% 126