Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$226K Hold
3,168
0.2% 85
2024
Q1
$257K Hold
3,168
0.24% 85
2023
Q4
$232K Buy
3,168
+1,377
+77% +$101K 0.21% 86
2023
Q3
$118K Hold
1,791
0.11% 114
2023
Q2
$133K Hold
1,791
0.12% 113
2023
Q1
$138K Hold
1,791
0.13% 109
2022
Q4
$137K Hold
1,791
0.14% 104
2022
Q3
$127K Hold
1,791
0.12% 120
2022
Q2
$152K Hold
1,791
0.15% 102
2022
Q1
$146K Hold
1,791
0.13% 124
2021
Q4
$141K Hold
1,791
0.12% 121
2021
Q3
$141K Hold
1,791
0.12% 124
2021
Q2
$139K Buy
+1,791
New +$139K 0.12% 121