Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
372
2023
Q1
Sell
-53,182
Closed -$586K 445
2022
Q4
$586K Buy
+53,182
New +$586K 0.04% 121
2022
Q3
Hold
0
572
2022
Q2
Hold
0
591
2022
Q1
Hold
0
513
2021
Q4
Hold
0
592
2021
Q3
Hold
0
713
2021
Q2
Hold
0
845
2021
Q1
Hold
0
892
2020
Q4
Hold
0
544