Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$635K Hold
63,055
1.4% 12
2024
Q3
$922K Hold
63,055
2.11% 11
2024
Q2
$989K Hold
63,055
2.04% 11
2024
Q1
$1.09M Hold
63,055
1.44% 10
2023
Q4
$893K Hold
63,055
1.03% 13
2023
Q3
$847K Hold
63,055
0.82% 17
2023
Q2
$801K Hold
63,055
0.53% 22
2023
Q1
$907K Hold
63,055
0.69% 23
2022
Q4
$864K Buy
+63,055
New +$864K 0.65% 23