Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
589
2022
Q4
Hold
0
658
2022
Q3
Hold
0
749
2022
Q2
Hold
0
861
2022
Q1
Hold
0
957
2021
Q4
Hold
0
999
2021
Q3
Sell
-31,984
Closed -$266K 965
2021
Q2
$266K Sell
31,984
-13,318
-29% -$111K 0.01% 483
2021
Q1
$357K Buy
45,302
+13,370
+42% +$105K 0.02% 318
2020
Q4
$260K Buy
31,932
+201
+0.6% +$1.64K 0.01% 377
2020
Q3
$280K Buy
+31,731
New +$280K 0.01% 249
2019
Q4
Hold
0
541
2019
Q3
Hold
0
506
2015
Q4
Hold
0
425
2015
Q3
Hold
0
400
2015
Q2
Hold
0
415
2015
Q1
Hold
0
435