Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
280
2023
Q3
Hold
0
320
2023
Q2
Hold
0
339
2023
Q1
Hold
0
417
2022
Q4
Hold
0
489
2022
Q3
Hold
0
561
2022
Q2
Hold
0
649
2022
Q1
Hold
0
740
2021
Q1
Hold
0
670
2020
Q4
Hold
0
642
2020
Q3
Hold
0
511
2020
Q2
Hold
0
493
2020
Q1
Hold
0
408
2015
Q4
Sell
-15,185
Closed -$221K 355
2015
Q3
$221K Buy
+15,185
New +$221K 0.01% 226
2013
Q3
Sell
-22,300
Closed -$461K 474
2013
Q2
$461K Buy
+22,300
New +$461K 0.02% 322