Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-960
Closed -$252K 133
2024
Q2
$252K Hold
960
0.05% 118
2024
Q1
$268K Hold
960
0.05% 115
2023
Q4
$250K Hold
960
0.04% 124
2023
Q3
$221K Hold
960
0.04% 129
2023
Q2
$228K Hold
960
0.04% 128
2023
Q1
$216K Buy
+960
New +$216K 0.04% 124
2022
Q2
Sell
-960
Closed -$213K 132
2022
Q1
$213K Hold
960
0.04% 121
2021
Q4
$208K Hold
960
0.04% 125
2021
Q3
$214K Hold
960
0.04% 124
2021
Q2
$224K Hold
960
0.04% 124
2021
Q1
$203K Hold
960
0.04% 123
2020
Q4
$210K Buy
+960
New +$210K 0.04% 119