Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
992
2023
Q4
Hold
0
885
2023
Q3
Hold
0
874
2023
Q2
Hold
0
1027
2023
Q1
Hold
0
1163
2022
Q4
Sell
-14,438
Closed -$1.66M 1271
2022
Q3
$1.66M Buy
+14,438
New +$1.66M 0.03% 571
2022
Q2
Hold
0
1478
2015
Q3
Sell
-1,771
Closed -$32K 492
2015
Q2
$32K Buy
+1,771
New +$32K ﹤0.01% 504