Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.49M Hold
240,643
0.78% 16
2024
Q3
$1.65M Hold
240,643
0.81% 16
2024
Q2
$1.28M Hold
240,643
0.68% 16
2024
Q1
$1.2M Hold
240,643
0.56% 16
2023
Q4
$1.67M Hold
240,643
0.85% 15
2023
Q3
$1.42M Hold
240,643
0.84% 15
2023
Q2
$1.99M Hold
240,643
1.13% 14
2023
Q1
$1.49M Hold
240,643
0.92% 14
2022
Q4
$1.62M Hold
240,643
1.15% 14
2022
Q3
$1.99M Hold
240,643
1.51% 14
2022
Q2
$2.19M Hold
240,643
1.65% 15
2022
Q1
$5.18M Hold
240,643
3.19% 10
2021
Q4
$6.63M Buy
240,643
+149,866
+165% +$4.13M 3.44% 11
2021
Q3
$3.37M Hold
90,777
1.86% 16
2021
Q2
$4.55M Buy
+90,777
New +$4.55M 2.54% 13