Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$352K Hold
8,509
0.13% 146
2023
Q4
$312K Buy
8,509
+26
+0.3% +$955 0.12% 149
2023
Q3
$302K Buy
8,483
+675
+9% +$24K 0.13% 140
2023
Q2
$265K Hold
7,808
0.11% 157
2023
Q1
$269K Sell
7,808
-475
-6% -$16.4K 0.13% 139
2022
Q4
$272K Hold
8,283
0.15% 131
2022
Q3
$249K Hold
8,283
0.16% 118
2022
Q2
$241K Buy
8,283
+33
+0.4% +$960 0.16% 117
2022
Q1
$274K Hold
8,250
0.21% 103
2021
Q4
$244K Buy
+8,250
New +$244K 0.15% 115