Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
1060
2024
Q1
Hold
0
1106
2023
Q4
Hold
0
1194
2023
Q3
Hold
0
1163
2023
Q2
Hold
0
1106
2023
Q1
Hold
0
1256
2022
Q4
Hold
0
1365
2022
Q3
Hold
0
1641
2022
Q2
Hold
0
2133
2022
Q1
Hold
0
1735
2021
Q4
Hold
0
1709
2021
Q3
Sell
-54,906
Closed -$1.45M 1834
2021
Q2
$1.45M Buy
+54,906
New +$1.45M ﹤0.01% 501
2020
Q4
Hold
0
1436
2020
Q3
Sell
-9,809
Closed -$110K 1290
2020
Q2
$110K Buy
9,809
+3,299
+51% +$37K ﹤0.01% 943
2020
Q1
$66K Buy
+6,510
New +$66K ﹤0.01% 970
2019
Q4
Hold
0
1057
2019
Q3
Sell
-7,294
Closed -$244K 1085
2019
Q2
$244K Sell
7,294
-42,518
-85% -$1.42M ﹤0.01% 745
2019
Q1
$1.46M Buy
+49,812
New +$1.46M 0.01% 326