Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
755
2023
Q1
Hold
0
934
2022
Q4
Hold
0
1001
2022
Q3
Hold
0
1108
2022
Q2
Hold
0
1255
2022
Q1
Hold
0
1399
2021
Q4
Hold
0
1393
2021
Q3
Sell
-2,747
Closed -$222K 1343
2021
Q2
$222K Buy
+2,747
New +$222K 0.01% 505
2021
Q1
Hold
0
1254
2020
Q4
Hold
0
1172