Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$265K Hold
709
0.02% 240
2024
Q1
$246K Hold
709
0.02% 254
2023
Q4
$325K Hold
709
0.03% 221
2023
Q3
$345K Hold
709
0.03% 206
2023
Q2
$317K Hold
709
0.03% 218
2023
Q1
$344K Hold
709
0.03% 208
2022
Q4
$363K Sell
709
-96
-12% -$49.2K 0.04% 208
2022
Q3
$391K Hold
805
0.04% 191
2022
Q2
$377K Hold
805
0.04% 191
2022
Q1
$350K Sell
805
-13
-2% -$5.65K 0.03% 212
2021
Q4
$379K Buy
818
+18
+2% +$8.34K 0.03% 212
2021
Q3
$311K Hold
800
0.03% 215
2021
Q2
$354 Hold
800
0.03% 209
2021
Q1
$335K Buy
+800
New +$335K 0.03% 206