Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
903
2022
Q4
Hold
0
971
2022
Q3
Hold
0
1081
2022
Q2
Hold
0
1218
2022
Q1
Sell
-124,480
Closed -$5.42M 1363
2021
Q4
$5.42M Buy
+124,480
New +$5.42M 0.15% 64
2021
Q3
Sell
-36,419
Closed -$1.4M 1311
2021
Q2
$1.4M Buy
+36,419
New +$1.4M 0.04% 225
2018
Q1
Hold
0
591
2017
Q4
Hold
0
565
2017
Q3
Hold
0
547
2017
Q2
Hold
0
582
2017
Q1
Hold
0
593