Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
366
2024
Q3
Hold
0
378
2023
Q3
Hold
0
367
2023
Q2
Hold
0
330
2023
Q1
Hold
0
299
2022
Q4
Hold
0
301
2021
Q4
Sell
-1,348
Closed -$210K 453
2021
Q3
$210K Buy
+1,348
New +$210K 0.01% 427
2021
Q2
Hold
0
727
2021
Q1
Hold
0
853
2020
Q2
Sell
-10,000
Closed -$839K 262
2020
Q1
$839K Buy
+10,000
New +$839K 0.1% 49
2018
Q4
Sell
-14,871
Closed -$1.32M 112
2018
Q3
$1.32M Buy
+14,871
New +$1.32M 0.49% 60