Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
756
2023
Q2
Hold
0
843
2023
Q1
Hold
0
1037
2020
Q1
Sell
-19,669
Closed -$244K 809
2019
Q4
$244K Buy
+19,669
New +$244K 0.01% 227
2018
Q1
Hold
0
654
2017
Q4
Hold
0
626
2017
Q3
Hold
0
592
2015
Q4
Sell
-58,378
Closed -$1.4M 588
2015
Q3
$1.4M Buy
+58,378
New +$1.4M 0.07% 128
2015
Q2
Hold
0
569
2015
Q1
Hold
0
609
2014
Q4
Hold
0
668
2014
Q3
Hold
0
676
2014
Q1
Hold
0
787
2013
Q4
Hold
0
763