Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
715
2023
Q4
Hold
0
708
2022
Q4
Hold
0
683
2022
Q3
Hold
0
740
2022
Q2
Sell
-60,000
Closed -$2.3M 745
2022
Q1
$2.3M Buy
+60,000
New +$2.3M 0.03% 147
2021
Q4
Sell
-92,792
Closed -$4.97M 795
2021
Q3
$4.97M Buy
+92,792
New +$4.97M 0.06% 85
2020
Q4
Hold
0
523
2020
Q3
Hold
0
525
2020
Q2
Hold
0
500
2020
Q1
Hold
0
463
2019
Q4
Hold
0
438