Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
1183
2024
Q2
Hold
0
1240
2024
Q1
Hold
0
1290
2023
Q4
Hold
0
1356
2023
Q3
Hold
0
1297
2023
Q2
Hold
0
1279
2023
Q1
Sell
-3,058
Closed -$414K 1421
2022
Q4
$414K Buy
+3,058
New +$414K ﹤0.01% 558
2022
Q3
Sell
-1,820
Closed -$221K 1828
2022
Q2
$221K Buy
+1,820
New +$221K ﹤0.01% 1332
2022
Q1
Hold
0
1928
2021
Q4
Hold
0
1885
2021
Q3
Hold
0
1980
2021
Q2
Hold
0
1995
2021
Q1
Sell
-17,184
Closed -$2.17M 1734
2020
Q4
$2.17M Buy
17,184
+16,532
+2,536% +$2.09M ﹤0.01% 429
2020
Q3
$71K Sell
652
-14,171
-96% -$1.54M ﹤0.01% 1104
2020
Q2
$1.43M Buy
14,823
+8,099
+120% +$782K 0.01% 356
2020
Q1
$564K Buy
+6,724
New +$564K ﹤0.01% 504
2019
Q4
Hold
0
1179
2019
Q3
Hold
0
1228
2019
Q2
Hold
0
1251
2019
Q1
Hold
0
1248
2018
Q4
Hold
0
1387