Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1181
2024
Q2
Hold
0
1238
2024
Q1
Hold
0
1288
2023
Q4
Hold
0
1355
2023
Q3
Hold
0
1295
2023
Q2
Hold
0
1278
2023
Q1
Hold
0
1418
2022
Q3
Hold
0
1826
2022
Q2
Sell
-14,616
Closed -$181K 2247
2022
Q1
$181K Sell
14,616
-21,044
-59% -$261K ﹤0.01% 1031
2021
Q4
$475K Sell
35,660
-156,474
-81% -$2.08M ﹤0.01% 845
2021
Q3
$3.26M Buy
+192,134
New +$3.26M 0.01% 298