Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$130K Hold
500
0.19% 100
2023
Q4
$113K Hold
500
0.17% 98
2023
Q3
$104K Hold
500
0.17% 98
2023
Q2
$96.3K Hold
500
0.14% 108
2023
Q1
$97.1K Hold
500
0.15% 103
2022
Q4
$110K Hold
500
0.17% 95
2022
Q3
$91K Hold
500
0.16% 94
2022
Q2
$98K Hold
500
0.17% 95
2022
Q1
$107K Buy
+500
New +$107K 0.16% 98