Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
768
2022
Q4
Hold
0
831
2022
Q3
Hold
0
921
2022
Q2
Hold
0
1054
2022
Q1
Hold
0
1172
2021
Q4
Hold
0
1199
2021
Q3
Hold
0
1150
2021
Q2
Hold
0
1109
2021
Q1
Hold
0
1034
2020
Q4
Hold
0
990
2020
Q3
Hold
0
835
2020
Q2
Hold
0
808
2020
Q1
Hold
0
700
2019
Q4
Hold
0
672
2019
Q3
Sell
-42,549
Closed -$319K 623
2019
Q2
$319K Buy
+42,549
New +$319K 0.02% 210
2019
Q1
Hold
0
590
2018
Q4
Hold
0
583
2018
Q3
Hold
0
502
2018
Q2
Hold
0
493
2018
Q1
Hold
0
532