Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
664
2023
Q1
Hold
0
824
2022
Q4
Hold
0
894
2022
Q3
Hold
0
999
2022
Q2
Hold
0
1130
2022
Q1
Hold
0
1261
2021
Q4
Hold
0
1268
2021
Q3
Hold
0
1218
2021
Q2
Hold
0
1185
2021
Q1
Hold
0
1109
2020
Q4
Hold
0
1061
2020
Q3
Hold
0
897
2020
Q2
Hold
0
859
2020
Q1
Hold
0
743
2019
Q4
Hold
0
718
2019
Q3
Hold
0
661
2019
Q2
Hold
0
612
2019
Q1
Hold
0
617
2018
Q4
Hold
0
602
2018
Q3
Hold
0
523
2014
Q3
Sell
-22,446
Closed -$785K 598
2014
Q2
$785K Buy
+22,446
New +$785K 0.03% 266
2014
Q1
Sell
-17,842
Closed -$571K 691
2013
Q4
$571K Buy
+17,842
New +$571K 0.02% 390