Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
1760
2023
Q3
Hold
0
1662
2023
Q2
Hold
0
1730
2022
Q3
Hold
0
2277
2022
Q2
Sell
-7,305
Closed -$433K 2549
2022
Q1
$433K Sell
7,305
-12,967
-64% -$769K ﹤0.01% 792
2021
Q4
$1.18M Buy
+20,272
New +$1.18M ﹤0.01% 536
2020
Q3
Sell
-23,435
Closed -$868K 1712
2020
Q2
$868K Sell
23,435
-2,385
-9% -$88.3K ﹤0.01% 480
2020
Q1
$843K Buy
25,820
+24,996
+3,033% +$816K ﹤0.01% 392
2019
Q4
$42K Sell
824
-2,218
-73% -$113K ﹤0.01% 911
2019
Q3
$143K Buy
3,042
+1,192
+64% +$56K ﹤0.01% 812
2019
Q2
$98K Buy
+1,850
New +$98K ﹤0.01% 896
2019
Q1
Sell
-6,605
Closed -$363K 1628
2018
Q4
$363K Buy
+6,605
New +$363K ﹤0.01% 664