Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
288
2023
Q2
Hold
0
305
2022
Q4
Hold
0
310
2022
Q3
Hold
0
311
2022
Q1
Sell
-12,500
Closed -$316K 283
2021
Q4
$316K Buy
+12,500
New +$316K 0.02% 227
2019
Q2
Hold
0
204
2019
Q1
Hold
0
193
2018
Q2
Hold
0
275
2018
Q1
Hold
0
282
2017
Q4
Sell
-163,600
Closed -$1.19M 270
2017
Q3
$1.19M Buy
+163,600
New +$1.19M 0.06% 128
2016
Q2
Sell
-55,000
Closed -$523K 240
2016
Q1
$523K Buy
+55,000
New +$523K 0.03% 158
2013
Q4
Sell
-1,216,000
Closed -$7.31M 174
2013
Q3
$7.31M Buy
+1,216,000
New +$7.31M 0.69% 20