Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$227K Hold
272
0.63% 14
2024
Q2
$278K Hold
272
0.68% 19
2024
Q1
$264K Hold
272
0.69% 19
2023
Q4
$206K Buy
+272
New +$206K 0.57% 20
2022
Q2
Sell
-310
Closed -$207K 22
2022
Q1
$207K Hold
310
0.42% 20
2021
Q4
$247K Buy
+310
New +$247K 0.38% 27