Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$535K Hold
1,173
0.03% 253
2024
Q3
$513K Hold
1,173
0.03% 257
2024
Q2
$556K Hold
1,173
0.04% 249
2024
Q1
$410K Hold
1,173
0.03% 267
2023
Q4
$514K Hold
1,173
0.03% 268
2023
Q3
$468K Hold
1,173
0.03% 264
2023
Q2
$402K Hold
1,173
0.02% 282
2023
Q1
$319K Sell
1,173
-67
-5% -$18.2K 0.02% 296
2022
Q4
$260K Hold
1,240
0.02% 309
2022
Q3
$236K Buy
1,240
+67
+6% +$12.8K 0.02% 321
2022
Q2
$221K Hold
1,173
0.01% 327
2022
Q1
$286K Hold
1,173
0.01% 310
2021
Q4
$395K Hold
1,173
0.02% 297
2021
Q3
$279K Hold
1,173
0.01% 321
2021
Q2
$270K Hold
1,173
0.01% 319
2021
Q1
$270K Hold
1,173
0.01% 319
2020
Q4
$212K Buy
+1,173
New +$212K 0.01% 357