Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,398
Closed -$2.21M 346
2023
Q3
$2.21M Buy
+25,398
New +$2.21M 0.08% 131
2023
Q2
Hold
0
374
2023
Q1
Hold
0
378
2021
Q2
Hold
0
420
2021
Q1
Hold
0
424
2019
Q2
Sell
-100,000
Closed -$4.1M 248
2019
Q1
$4.1M Buy
+100,000
New +$4.1M 0.23% 76
2015
Q2
Hold
0
243
2015
Q1
Hold
0
228