Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
694
2023
Q2
Hold
0
647
2023
Q1
Sell
-49,833
Closed -$3.41M 692
2022
Q4
$3.41M Buy
+49,833
New +$3.41M 0.05% 39
2020
Q3
Sell
-10,000
Closed -$2M 552
2020
Q2
$2M Buy
+10,000
New +$2M 0.07% 70
2020
Q1
Hold
0
495
2019
Q4
Hold
0
460
2019
Q3
Sell
-4,000
Closed -$493K 414
2019
Q2
$493K Buy
+4,000
New +$493K 0.02% 140
2019
Q1
Hold
0
336