Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$54K Hold
575
0.08% 150
2023
Q4
$62.4K Hold
575
0.09% 138
2023
Q3
$55K Hold
575
0.09% 140
2023
Q2
$63.5K Hold
575
0.1% 134
2023
Q1
$70.5K Hold
575
0.11% 122
2022
Q4
$67.3K Sell
575
-350
-38% -$41K 0.11% 118
2022
Q3
$77K Hold
925
0.14% 106
2022
Q2
$95K Hold
925
0.16% 96
2022
Q1
$124K Hold
925
0.18% 88
2021
Q4
$154K Buy
+925
New +$154K 0.21% 78