Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
436
2024
Q1
Hold
0
536
2023
Q4
Hold
0
569
2023
Q2
Hold
0
693
2023
Q1
Sell
-77,404
Closed -$731K 854
2022
Q4
$731K Buy
+77,404
New +$731K 0.07% 142
2022
Q3
Hold
0
1034
2022
Q2
Hold
0
1171
2022
Q1
Hold
0
1298
2021
Q4
Hold
0
1305
2021
Q1
Hold
0
1144
2020
Q4
Hold
0
1098
2020
Q3
Sell
-112,299
Closed -$4.35M 929
2020
Q2
$4.35M Buy
+112,299
New +$4.35M 0.24% 43
2020
Q1
Hold
0
769
2019
Q4
Hold
0
747
2019
Q3
Hold
0
685
2019
Q2
Hold
0
628