Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$372K Hold
5,997
0.57% 19
2024
Q2
$342K Hold
5,997
0.54% 17
2024
Q1
$346K Hold
5,997
0.43% 18
2023
Q4
$410K Hold
5,997
0.39% 18
2023
Q3
$341K Hold
5,997
0.38% 15
2023
Q2
$358K Hold
5,997
0.38% 15
2023
Q1
$380K Hold
5,997
0.42% 14
2022
Q4
$372K Hold
5,997
0.43% 14
2022
Q3
$300K Hold
5,997
0.35% 15
2022
Q2
$337K Sell
5,997
-726
-11% -$40.8K 0.33% 17
2022
Q1
$463K Hold
6,723
0.4% 15
2021
Q4
$362K Hold
6,723
0.29% 14
2021
Q3
$321K Hold
6,723
0.29% 13
2021
Q2
$437K Hold
6,723
0.39% 13
2021
Q1
$416K Hold
6,723
0.38% 12
2020
Q4
$392K Buy
+6,723
New +$392K 0.4% 12