Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
663
2023
Q1
Hold
0
823
2022
Q4
Hold
0
893
2022
Q3
Hold
0
998
2022
Q2
Hold
0
1129
2022
Q1
Hold
0
1260
2021
Q4
Sell
-1,072
Closed -$211K 1267
2021
Q3
$211K Sell
1,072
-502
-32% -$98.8K 0.01% 516
2021
Q2
$684K Sell
1,574
-206
-12% -$89.5K 0.02% 336
2021
Q1
$678K Buy
+1,780
New +$678K 0.04% 230
2020
Q4
Hold
0
1060