Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
405
2023
Q2
Hold
0
439
2023
Q1
Hold
0
554
2022
Q4
Hold
0
624
2022
Q3
Hold
0
717
2022
Q2
Hold
0
818
2022
Q1
Sell
-19,332
Closed -$1.36M 912
2021
Q4
$1.36M Sell
19,332
-1,276
-6% -$90K 0.04% 241
2021
Q3
$1.64M Buy
+20,608
New +$1.64M 0.05% 190
2020
Q4
Hold
0
775
2020
Q3
Hold
0
632