Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
387
2022
Q4
Hold
0
461
2022
Q3
Hold
0
535
2022
Q2
Hold
0
513
2022
Q1
Hold
0
545
2021
Q4
Hold
0
583
2021
Q3
Hold
0
547
2021
Q2
Hold
0
435
2021
Q1
Hold
0
393
2020
Q4
Sell
-29,000
Closed -$253K 331
2020
Q3
$253K Buy
+29,000
New +$253K 0.01% 260