Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
565
2023
Q1
Hold
0
706
2022
Q4
Hold
0
768
2022
Q3
Hold
0
857
2022
Q2
Hold
0
987
2022
Q1
Hold
0
1101
2021
Q4
Sell
-31,801
Closed -$228K 1131
2021
Q3
$228K Sell
31,801
-2,465
-7% -$17.7K 0.01% 506
2021
Q2
$275K Buy
+34,266
New +$275K 0.01% 478
2021
Q1
Hold
0
963