Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
648
2022
Q4
Hold
0
714
2021
Q3
Hold
0
1025
2021
Q2
Sell
-20,827
Closed -$867K 991
2021
Q1
$867K Sell
20,827
-6,542
-24% -$272K 0.05% 198
2020
Q4
$841K Buy
+27,369
New +$841K 0.02% 235
2020
Q3
Hold
0
715
2020
Q2
Hold
0
700
2020
Q1
Hold
0
597
2019
Q4
Hold
0
574
2018
Q4
Hold
0
528
2018
Q3
Hold
0
448
2018
Q2
Hold
0
445
2017
Q2
Sell
-121,586
Closed -$716K 489
2017
Q1
$716K Buy
+121,586
New +$716K 0.04% 182
2016
Q2
Hold
0
421
2016
Q1
Hold
0
412