Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
1036
2022
Q4
Hold
0
1117
2022
Q3
Hold
0
1231
2022
Q2
Hold
0
1395
2022
Q1
Hold
0
1559
2019
Q4
Sell
-877
Closed -$429K 813
2019
Q3
$429K Buy
+877
New +$429K 0.04% 175