Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
289
2024
Q1
Hold
0
354
2023
Q4
Hold
0
375
2023
Q3
Hold
0
430
2023
Q2
Hold
0
468
2023
Q1
Hold
0
581
2022
Q4
Hold
0
652
2022
Q3
Hold
0
743
2022
Q2
Hold
0
852
2022
Q1
Hold
0
950
2021
Q4
Hold
0
993
2021
Q3
Hold
0
956
2021
Q2
Hold
0
937
2021
Q1
Hold
0
832
2020
Q4
Hold
0
802
2020
Q3
Hold
0
662
2020
Q2
Hold
0
649
2020
Q1
Hold
0
549
2019
Q4
Hold
0
534
2019
Q3
Hold
0
498
2019
Q2
Sell
-27,546
Closed -$434K 476
2019
Q1
$434K Sell
27,546
-45,080
-62% -$710K 0.04% 172
2018
Q4
$1.07M Buy
+72,626
New +$1.07M 0.07% 147
2017
Q2
Sell
-11,309
Closed -$201K 464
2017
Q1
$201K Buy
+11,309
New +$201K 0.01% 244
2016
Q4
Hold
0
446