Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
442
2024
Q3
Hold
0
431
2023
Q2
Hold
0
741
2023
Q1
Hold
0
918
2022
Q2
Hold
0
1233
2022
Q1
Hold
0
1380
2021
Q4
Hold
0
1374
2021
Q3
Sell
-28,395
Closed -$301K 1325
2021
Q2
$301K Buy
+28,395
New +$301K 0.01% 460
2021
Q1
Hold
0
1234
2020
Q4
Hold
0
1162
2019
Q3
Hold
0
730
2019
Q2
Hold
0
660
2019
Q1
Hold
0
679
2018
Q4
Hold
0
649
2018
Q3
Hold
0
572
2018
Q2
Hold
0
560
2018
Q1
Sell
-95,051
Closed -$1.69M 601
2017
Q4
$1.69M Buy
+95,051
New +$1.69M 0.07% 149
2017
Q3
Hold
0
553