Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,000
Closed -$336K 568
2024
Q3
$336K Hold
13,000
0.02% 485
2024
Q2
$305K Hold
13,000
0.02% 475
2024
Q1
$274K Hold
13,000
0.02% 477
2023
Q4
$354K Hold
13,000
0.02% 427
2023
Q3
$318K Hold
13,000
0.02% 416
2023
Q2
$338K Hold
13,000
0.02% 413
2023
Q1
$454K Hold
13,000
0.03% 352
2022
Q4
$379K Hold
13,000
0.03% 376
2022
Q3
$398K Buy
+13,000
New +$398K 0.03% 356
2021
Q2
Sell
-1,000
Closed -$217K 491
2021
Q1
$217K Buy
+1,000
New +$217K 0.01% 398