Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
1100
2022
Q4
Hold
0
1180
2022
Q3
Hold
0
1309
2022
Q2
Hold
0
1488
2022
Q1
Hold
0
1659
2021
Q4
Sell
-25,132
Closed -$382K 1629
2021
Q3
$382K Buy
+25,132
New +$382K 0.01% 433
2020
Q1
Sell
-21,285
Closed -$302K 848
2019
Q4
$302K Buy
+21,285
New +$302K 0.02% 216
2019
Q3
Hold
0
831
2019
Q2
Hold
0
746
2019
Q1
Hold
0
784