Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$388K Hold
11,700
0.35% 70
2023
Q2
$429K Hold
11,700
0.37% 70
2023
Q1
$477K Hold
11,700
0.43% 62
2022
Q4
$600K Hold
11,700
0.53% 57
2022
Q3
$512K Buy
11,700
+200
+2% +$8.75K 0.49% 56
2022
Q2
$595K Hold
11,500
0.47% 58
2022
Q1
$595K Hold
11,500
0.47% 58
2021
Q4
$679K Buy
+11,500
New +$679K 0.5% 52