Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
533
2023
Q4
Hold
0
566
2023
Q3
Hold
0
623
2023
Q2
Hold
0
690
2023
Q1
Hold
0
853
2022
Q4
Hold
0
921
2022
Q3
Hold
0
1029
2022
Q2
Hold
0
1166
2022
Q1
Hold
0
1294
2021
Q4
Sell
-1,398
Closed -$668K 1300
2021
Q3
$668K Sell
1,398
-2,390
-63% -$1.14M 0.02% 357
2021
Q2
$2.73M Buy
3,788
+2,854
+306% +$2.06M 0.09% 127
2021
Q1
$496K Buy
+934
New +$496K 0.03% 277