Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$353K Buy
5,425
+1,023
+23% +$66.6K 0.01% 952
2024
Q2
$282K Buy
4,402
+36
+0.8% +$2.31K 0.01% 1007
2024
Q1
$278K Hold
4,366
0.01% 1018
2023
Q4
$242K Hold
4,366
0.01% 1048
2023
Q3
$257K Buy
4,366
+181
+4% +$10.7K 0.01% 959
2023
Q2
$272K Hold
4,185
0.01% 939
2023
Q1
$230K Buy
4,185
+22
+0.5% +$1.21K 0.01% 1000
2022
Q4
$220K Buy
+4,163
New +$220K 0.01% 998